UBS maintains positive outlook on memory semiconductor sector, names Samsung Electronics top pick
NVDA NVIDIA Corp
$214.13 -1.43%
View chart & analysis → - 1Memory stocks have recorded a 19% decline from their September peak.
- 2UBS maintained a positive stance on the sector, noting an average estimated free cash flow yield of 29% for its UBS coverage universe (excluding CXMT) from 2027 to 2030.
- 3UBS analysts projected a 49% year-on-year shipment growth rate for HBM in 2027.
So what's the key point?
Memory semiconductor stock prices have fallen by about 19 percent since last September. However, experts expect this field to improve in the future and rated Samsung Electronics as the best option.
Source Investing.com · View original ↗
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