# semiconductor earnings — X 热门讨论 (2026-10-08 10:48 UTC)
## @RealNickMugalli (Nicholas Mugalli) · 10-07 11:28 · ♥83 ↻11 💬10 Samsung reports earnings 8PM tonight, here’s the earnings preview; 🇰🇷
Operating profit is projected to hit a record 105.0 trillion won (YoY +763%), driven by the Device Solutions (semi) division entering the "100 trillion won era" with a 69.3% operating margin.
The DS division performance is fueled by HBM4 sales expansion and strong QoQ ASP gains in DRAM (+18%) and NAND (+20%), as capacity reallocation toward HBM continues to constrain standard DRAM supply and sustain price hikes.
A guide will send $MU and $SKHY to mars > 引用 @RealNickMugalli: *BOFA RAISES GLOBAL MEMORY TAM TO $2.0 TRILLION BY 2030 ON AI DEMAND AND ASP GAINS
Bank of America raised its 2030 global DRAM and NAND TAM forecast to $2.0 trillion (up from $1.8 trillion), citing an annual run rate that already topped $1.0 trillion in 3Q26 and rising memory content per AI accelerator.
Projecting 384GB for Rubin and up to 1,000GB per Rubin Ultra (vs. 288GB currently), while raising 2027-28 DRAM and NAND ASP assumptions on tight supply.
BofA expects a long term supercycle driven by HBM and enterprise SSDs, framing a potential $10 trillion fair market cap for the sector based on 50% operating margins and a 13x P/E multiple. https://x.com/RealNickMugalli/status/2107795108888289297