http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 17 Jul 2026 09:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Intl+Ratings/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html <p>HSBC analyst Ricky Seo reiterated a Buy rating and KRW450,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “We forecast 3Q OP of KRW110trn (+25% q-o-q) on sales of KRW206trn (+20% q-o-q, +139% y-o-y), supported by (1) DRAM and NAND price increases of both 15% q-o-q, (2) peak-season OLED demand with new foldable launches, and (3) margin recovery in smartphones from new product launches and system IC/foundry as utilisation improves above 80%. Further catalysts: (1) stronger general-server demand should lift server and mobile DRAM pricing, while HBM4 supply lifts blended ASP/margins; (2) SO-CAMM2 for Vera CPUs http://www.streetinsider.com/Analyst+Comments/HSBC+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743290.html Wed, 08 Jul 2026 02:46:43 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Intl+Ratings/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html <p>Goldman Sachs analyst Giuni Lee reiterated a Buy rating and KRW480,000.00 price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF).</p><p>The analyst comments: “Samsung Electronics (SEC) released its 2Q26 pre-earnings guidance before the market open on July 7, where OP of W89.4tn was inline with GSe of W90.8tn but higher compared to Bloomberg consensus estimate of W85.9tn. As we believe the company provisioned special bonus for the semiconductor division employees of over W15tn during the quarter, we estimate the core OP would have been well over W100tn and thus a solid beat compared to both GSe and consensus estimate. While http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs+Reiterates+Buy+Rating+on+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29/26743224.html Wed, 08 Jul 2026 01:50:36 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html <p>BofA Securities analyst Simon Woo raised the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW550,000.00 (from KRW520,000.00) while maintaining a Buy rating.</p><p>The analyst comments: “Samsung Electronics (SEC) reported better-than-expected 2Q OP (W89.4tn) vs consensus (mid-W80tn) and our estimate (mid-W70tn). The key contributor should be upbeat memory OPM (DRAM likely 80% even after special bonus provisions; NAND 65%, in our view; details to be disclosed at earnings call 30 July). We acknowledge that our cost assumptions for memory were too conservative (new chip manufacturing/R&D and even SG&A); ASP forecasts mostly unchanged (DRAM up 45% QoQ, NAND up http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html Tue, 07 Jul 2026 12:02:30 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html <p>BofA Securities analyst Simon Woo raised the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW550,000.00 (from KRW520,000.00) while maintaining a Buy rating.</p><p>The analyst comments: “Samsung Electronics (SEC) reported better-than-expected 2Q OP (W89.4tn) vs consensus (mid-W80tn) and our estimate (mid-W70tn). The key contributor should be upbeat memory OPM (DRAM likely 80% even after special bonus provisions; NAND 65%, in our view; details to be disclosed at earnings call 30 July). We acknowledge that our cost assumptions for memory were too conservative (new chip manufacturing/R&D and even SG&A); ASP forecasts mostly unchanged (DRAM up 45% QoQ, NAND up http://www.streetinsider.com/Intl+Ratings/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html Tue, 07 Jul 2026 12:02:30 -0400 SSNLF http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html <p>BofA Securities analyst Simon Woo raised the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW550,000.00 (from KRW520,000.00) while maintaining a Buy rating.</p><p>The analyst comments: “Samsung Electronics (SEC) reported better-than-expected 2Q OP (W89.4tn) vs consensus (mid-W80tn) and our estimate (mid-W70tn). The key contributor should be upbeat memory OPM (DRAM likely 80% even after special bonus provisions; NAND 65%, in our view; details to be disclosed at earnings call 30 July). We acknowledge that our cost assumptions for memory were too conservative (new chip manufacturing/R&D and even SG&A); ASP forecasts mostly unchanged (DRAM up 45% QoQ, NAND up http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html Tue, 07 Jul 2026 12:02:30 -0400 SSNLF http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html <p>BofA Securities analyst Simon Woo raised the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW550,000.00 (from KRW520,000.00) while maintaining a Buy rating.</p><p>The analyst comments: “Samsung Electronics (SEC) reported better-than-expected 2Q OP (W89.4tn) vs consensus (mid-W80tn) and our estimate (mid-W70tn). The key contributor should be upbeat memory OPM (DRAM likely 80% even after special bonus provisions; NAND 65%, in our view; details to be disclosed at earnings call 30 July). We acknowledge that our cost assumptions for memory were too conservative (new chip manufacturing/R&D and even SG&A); ASP forecasts mostly unchanged (DRAM up 45% QoQ, NAND up http://www.streetinsider.com/Analyst+PT+Change/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html Tue, 07 Jul 2026 12:02:30 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html <p>BofA Securities analyst Simon Woo raised the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW550,000.00 (from KRW520,000.00) while maintaining a Buy rating.</p><p>The analyst comments: “Samsung Electronics (SEC) reported better-than-expected 2Q OP (W89.4tn) vs consensus (mid-W80tn) and our estimate (mid-W70tn). The key contributor should be upbeat memory OPM (DRAM likely 80% even after special bonus provisions; NAND 65%, in our view; details to be disclosed at earnings call 30 July). We acknowledge that our cost assumptions for memory were too conservative (new chip manufacturing/R&D and even SG&A); ASP forecasts mostly unchanged (DRAM up 45% QoQ, NAND up http://www.streetinsider.com/Analyst+Comments/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html Tue, 07 Jul 2026 12:02:30 -0400 SSNLF http://www.streetinsider.com/Analyst+Comments/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html <p>BofA Securities analyst Simon Woo raised the price target on Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) to KRW550,000.00 (from KRW520,000.00) while maintaining a Buy rating.</p><p>The analyst comments: “Samsung Electronics (SEC) reported better-than-expected 2Q OP (W89.4tn) vs consensus (mid-W80tn) and our estimate (mid-W70tn). The key contributor should be upbeat memory OPM (DRAM likely 80% even after special bonus provisions; NAND 65%, in our view; details to be disclosed at earnings call 30 July). We acknowledge that our cost assumptions for memory were too conservative (new chip manufacturing/R&D and even SG&A); ASP forecasts mostly unchanged (DRAM up 45% QoQ, NAND up http://www.streetinsider.com/Analyst+Comments/Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+PT+Raised+to+KRW550%2C000+at+BofA+Securities/26740753.html Tue, 07 Jul 2026 12:02:30 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Erste+Group+Downgrades+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+to+Hold/26737608.html <p>Erste Group analyst Hans Engel downgraded Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) from Buy to Hold with a price target of KRW0.00.</p> http://www.streetinsider.com/Intl+Ratings/Erste+Group+Downgrades+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+to+Hold/26737608.html Tue, 07 Jul 2026 05:30:58 -0400 SSNLF http://www.streetinsider.com/Intl+Ratings/Erste+Group+Downgrades+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+to+Hold/26737608.html <p>Erste Group analyst Hans Engel downgraded Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) from Buy to Hold with a price target of KRW0.00.</p> http://www.streetinsider.com/Intl+Ratings/Erste+Group+Downgrades+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+to+Hold/26737608.html Tue, 07 Jul 2026 05:30:58 -0400 SSNLF http://www.streetinsider.com/Downgrades/Erste+Group+Downgrades+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+to+Hold/26737608.html <p>Erste Group analyst Hans Engel downgraded Samsung Electronics Co Ltd. (005930:KS) (OTC: SSNLF) from Buy to Hold with a price target of KRW0.00.</p> http://www.streetinsider.com/Downgrades/Erste+Group+Downgrades+Samsung+Electronics+Co+Ltd.+%28005930%3AKS%29+%28SSNLF%29+to+Hold/26737608.html Tue, 07 Jul 2026 05:30:58 -0400 SSNLF