Social media buzz centers on eye-popping 2028 operating-profit targets for Samsung Electronics and SK hynix that would dwarf today's numbers and most companies' entire revenue streams, all pinned to relentless AI-driven demand for high-bandwidth memory chips.
LOL Nearly $600B & $450B BRUH As I have said before, both will cross $3T in market cap
UBS operating profit estimates for Samsung Electronics and SK hynix
1. Samsung Electronics 2026: KRW 441T ($287.9B) 2027: KRW 837T ($546.5B) 2028: KRW 902T ($588.9B)
2. SK hynix 2026: KRW 327T ($213.5B) 2027: KRW 623T ($406.8B) 2028: KRW 667T ($435.5B)
No primary UBS note has surfaced with the headline $588.9 billion and $435.5 billion figures, and other banks publish noticeably lower but still record-setting estimates for the same year.
Analysts across firms keep pointing to multi-year supply constraints and rising memory prices as the core driver that could keep both Korean giants on an upward profit trajectory through the end of the decade.
Some users see runway for Samsung and SK Hynix to hit the UBS profit-surge forecast while others call sustained high margins unrealistic beyond 2030 or label the bet a casino waiting to unravel.
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@zephyr_z9
@citrini i dont care what gender you are mister citrini just pump the shares i aped into at market close yesterday
@zephyr_z9 wild to think about those numbers
both companies feel like they have the runway to get there
@zephyr_z9 My strategy analysis ! as follows📈📈 👇 👇
@zephyr_z9 兄弟，$3T是能吹。但先别急，看这架势是抄底还是卖飞，得问韭菜们。
@zephyr_z9 When do you see cycle ending?
@zephyr_z9 Samsung is so being slept on.
@zephyr_z9 If these numbers ever become reality
@zephyr_z9 Pls see @semivision_tw article on why it is ill-advised to bet on a casino just waiting to unravel…
@zephyr_z9 There is absolutely no way the "market" will allow these firms to run away with OPERATING margin >80% for any sustained period of time.
@zephyr_z9 no they wont if beyond 2030 margins drop , put it at dcf they trade close fair value
@zephyr_z9 What's your forecast about $285A.T kioxia?
@zephyr_z9 $3T is possible but both reaching it together means the market has to stay strong Rates, regulations, and any big macro shift could push that timeline way out.
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