출처: Seoul Economic Daily — "Nomura Lifts Samsung, SK hynix Targets Despite US Chip Selloff"

발행일: 2026-05-17

원문 URL: https://en.sedaily.com/finance/2026/05/17/nomura-lifts-samsung-sk-hynix-targets-despite-us-chip

핵심 발췌 (저작권 안전 — 헤드라인 + 요약 인용)

• Nomura raised Samsung Electronics target from 340,000 to 590,000 KRW (+74%), SK hynix from 2,340,000 to 4,000,000 KRW (+71%). Rating: Buy.
• Memory demand could increase "thousands-fold" over five years while supply grows only ~30% annually — structural shortage thesis.
• Global data center CAPEX forecast to reach $6.13 trillion by 2030 (from $1.16 trillion); memory share expanding from 9% to 23%.
• Current 12M forward PER ~6x vs TSMC ~20x — significant re-rating potential via long-term contracts (3-5 years with advance payments).
• Agentic AI inference workloads driving Key Value cache memory demand exponentially.

※ 본 파일은 저작권 안전 패턴에 따라 헤드라인 및 핵심 발췌만 수록. 전문은 원문 URL 참조.