Goldman Sachs recently reiterated its “buy” ratings for SK Hynix and Samsung Electronics, and is still optimistic about the upward potential of the two major memory chip giants in the next 12 months. According to Goldman Sachs research data, investors are generally still cautious about the memory industry, especially considering that the broader semiconductor industry faces many challenges, including tariff pressure. Goldman Sachs said that SK Hynix and Samsung are both seen as challenging stocks and require a well-executed product roadmap and cost structure to stand out in a competitive market. Despite these concerns, the Goldman Sachs Semiconductor analyst team remains optimistic about Hynix and Samsung's long-term prospects due to their strong position in memory technology and their ability to handle industry cycles. The bank believes that both companies are capable of seizing opportunities in high-growth areas such as HBM and remaining competitive in the traditional memory market.

Goldman Sachs recently reiterated its “buy” ratings for SK Hynix and Samsung Electronics, and is still optimistic about the upward potential of the two major memory chip giants in the next 12 months. According to Goldman Sachs research data, investors are generally still cautious about the memory industry, especially considering that the broader semiconductor industry faces many challenges, including tariff pressure. Goldman Sachs said that SK Hynix and Samsung are both seen as challenging stocks and require a well-executed product roadmap and cost structure to stand out in a competitive market. Despite these concerns, the Goldman Sachs Semiconductor analyst team remains optimistic about Hynix and Samsung's long-term prospects due to their strong position in memory technology and their ability to handle industry cycles. The bank believes that both companies are capable of seizing opportunities in high-growth areas such as HBM and remaining competitive in the traditional memory market.