Serenity（白毛股神）@aleabitoreddit发帖2026-07-17

分析师Kim Sunwoo建议买入三星电子和SK海力士，认为市场对半导体供应判断有误。DRAM短缺将加剧，2026年下半年仅能满足75-80%需求，2027年降至60%，低市盈率和

分析师Kim Sunwoo建议买入三星电子和SK海力士，认为市场对半导体供应判断有误。DRAM短缺将加剧，2026年下半年仅能满足75-80%需求，2027年降至60%，低市盈率和英特尔关于供应限制持续至2028年的言论支持此观点。

“Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRAM demand". - 2027: "fulfillment is expected to fall into the 60% range." In the article, they attached market forecasts that show SK Hynix with a 2027 3.5x P/E and Samsung a 3.9x P/E. Think the $INTC CEO said it best around timeframes with his quote "no relief in memory supply or pricing until at least 2028". Especially after $MU 16 LTAs with favorable take or pay volume contracts... memory demand seems structural.”