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This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

Operating profit for the second half of 2025 is forecast to hit 20.8 trillion Korean won, the highest in four years, while 2026 earnings are projected to mark an eight-year peak, with revenue reaching 358 trillion won and operating

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This stock is the 'prime beneficiary of semiconductor upcycle' says Jefferies

Wed, 24 Sep 2025 10:00:00 -0400

The sharp surge in memory demand is broadening well beyond high-bandwidth memory (HBM), encompassing server DRAM, GDDR7, LPDDR5X and eSSD, creating conditions for a clear supply shortage next year.

With major DRAM makers focused on HBM capacity expansion for 2026, limited new output in general-purpose memory underscores tightening supply.

Brokerage firm Jefferies believes Samsung Electronics (OTC: SSNLF) stands to benefit the most.

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

A possible equity stake from the U.S. Department of Commerce in chipmakers receiving CHIPS Act funding could strengthen ties with Washington. Analyst Jeff Kim said such a move would “ease political risk” and accelerate U.S. investments and client wins.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

This chip giant is 'at inflection point amid risk easing': Jefferies

Fri, 22 Aug 2025 08:00:00 -0400

Jefferies expects risks to ease for a leading semiconductor and tech player, with earnings momentum set to strengthen in the second half of the year (2H25).

The broker said the “risk overhang should fade at home/abroad in 2H25.”

Jefferies identified Samsung Electronics (OTC: SSNLF) as the beneficiary of several potential catalysts.

He also pointed to “better-than-expected results from Nvidia’s HBM4 sample testing” and the likelihood

BofA sees 40% downside in this AI server stock

Tue, 05 Aug 2025 08:00:00 -0400

Bank of America (BofA) has resumed coverage on a leading AI server manufacturer with an Underperform rating and a price objective of $35, implying nearly 40% downside from the last closing price.

While the Super Micro Computer (NASDAQ: SMCI) is positioned to benefit from the growing demand for high-performance computing, BofA analysts caution that intensifying competition and margin pressure could weigh on its long-term profitability.

The bank’s analysis comes ahead of SMCI's earnings report, which is due to be released on Tuesday after the market close.

“Margins will remain under pressure in a more competitive AI server/rack market,” analysts led by Ruplu

BofA sees 40% downside in this AI server stock

Tue, 05 Aug 2025 08:00:00 -0400

Bank of America (BofA) has resumed coverage on a leading AI server manufacturer with an Underperform rating and a price objective of $35, implying nearly 40% downside from the last closing price.

The bank’s analysis comes ahead of SMCI's earnings report, which is due to be released on Tuesday after the market close.

“Margins will remain under pressure in a more competitive AI server/rack market,” analysts led by Ruplu

BofA sees 40% downside in this AI server stock

Tue, 05 Aug 2025 08:00:00 -0400

Bank of America (BofA) has resumed coverage on a leading AI server manufacturer with an Underperform rating and a price objective of $35, implying nearly 40% downside from the last closing price.

The bank’s analysis comes ahead of SMCI's earnings report, which is due to be released on Tuesday after the market close.

“Margins will remain under pressure in a more competitive AI server/rack market,” analysts led by Ruplu

BofA sees 40% downside in this AI server stock

Tue, 05 Aug 2025 08:00:00 -0400

Bank of America (BofA) has resumed coverage on a leading AI server manufacturer with an Underperform rating and a price objective of $35, implying nearly 40% downside from the last closing price.

The bank’s analysis comes ahead of SMCI's earnings report, which is due to be released on Tuesday after the market close.

“Margins will remain under pressure in a more competitive AI server/rack market,” analysts led by Ruplu

BofA sees 40% downside in this AI server stock

Tue, 05 Aug 2025 08:00:00 -0400

Bank of America (BofA) has resumed coverage on a leading AI server manufacturer with an Underperform rating and a price objective of $35, implying nearly 40% downside from the last closing price.

The bank’s analysis comes ahead of SMCI's earnings report, which is due to be released on Tuesday after the market close.

“Margins will remain under pressure in a more competitive AI server/rack market,” analysts led by Ruplu