The Korean stock market is strong, with the heaviest Samsung Electronics taking great credit. Driven by the continued strong demand for artificial intelligence (AI) and server capacity, there is a global "memory shortage" and the storage market has entered a super bull market, with the profitability of related enterprises significantly increasing. According to a Citigroup report, storage providers pricing power has reached an all-time peak and is entering an extreme seller's market, warning that there will be a severe shortage of storage chips in 2026. It is expected that the average selling price of dynamic random access memory (DRAM) and enterprise-grade solid-state drives (SSDs) has surged by 144% and 87% year-on-year; based on the above assumptions, it is estimated that Samsung, the global largest storage chip maker, is expected to increase its annual operating profit by more than 2.5 times.

according to preliminary data, the profit forecast of Samsung for the fourth quarter of 2025 will earn 2.08 times more annually, reaching 20 trillion won, rewriting the old record of 17.6 trillion won in the third quarter of 2018. If Citigroup's estimate comes true, I believe Samsung's quarterly performance can continue to hit new highs. The news stimulated Samsung's stock price to break through its peak and hit 1445 million won, nearly 1.9 times higher than the low point in November 2024, becoming an important driver for Korean stocks to rise more and more.