Samsung and SK Hynix undervalued, earnings growing.
Samsung and SK Hynix are attractively valued with forward P/E of 5-6 times, and earnings will continue to grow into 2027 driven by AI memory demand and long-term customer agreements, reducing earnings volatility. The AI earnings story is multi-year and not peaking.
Samsung and SK Hynix undervalued, earnings growing.
Samsung and SK Hynix are attractively valued with forward P/E of 5-6 times, and earnings will continue to grow into 2027 driven by AI memory demand and long-term customer agreements, reducing earnings volatility. The AI earnings story is multi-year and not peaking.