Institutions: Samsung Electronics may face a drop in chip prices in the first half of 2025.

On November 26, Jin10 Data reported that due to excess customer inventory, Samsung Electronics may be affected by a drop in memory chip prices in the first half of 2025. Park Sang-wook, an analyst at Shinyoung Securities, pointed out that the rebound in chip prices in the second half of the year may be affected by the supply of chip manufacturers in other regions. He lowered Samsung’s price-to-book ratio expectations by 18%, citing the recent lack of pump power in the stock. Samsung’s share price has reflected risk factors, including its sluggish high-bandwidth memory business. Shinyoung Securities lowered its target price for the stock by 19% to KRW 73,000, but maintained its buy rating.