TrendForce Consulting: Global top five enterprise SSD revenue to exceed 50% QoQ growth in Q4 2025, surpassing USD 9.9 billion

The revenue of the world's top five Enterprise SSD brands surged by 51.7% quarter-on-quarter, exceeding 99 billion US dollars.

Zhitong Finance16:12

Citi has lowered its global smartphone shipment forecasts for this year and next, projecting a 17% year-on-year decline in shipments for this year.

Citi issued a report revising downward its global smartphone shipment forecasts for this year and next to 1.04 billion and 1.17 billion units, respectively, representing a year-on-year decrease of 17% and growth of 12%, respectively. It also projected a 7% year-on-year increase in shipments to 1.25 billion units by 2028. These forecasts are based on memory shortages and rising prices, coupled with weak demand driven by climbing inflation, with anticipated year-on-year increases in average selling prices of 7%, 2%, and 3%, respectively. The report noted that smartphone shipments in the fourth quarter of last year, as announced by IDC, exceeded the bank’s expectations by 5%, primarily driven by regions including Central and Eastern Europe, the Middle East, Africa, and the Americas. Shipments of foldable phones last year were broadly in line with expectations.

AASTOCKS12:01

SK Hynix Could Post Above-Consensus 1Q Earnings -- Market Talk

WSJ09:51

Helium Prices Soar Amid Middle East Conflicts! A Comprehensive Analysis of the Impact on Global Semiconductor and Other Industries

① The disruption of Qatar's natural gas processing due to the Iran conflict has led to a surge in helium prices, exposing the vulnerability of this small yet critical niche market; ② This market supports various industries ranging from semiconductors to medical imaging…

cls.cn10:50

Goldman Sachs raises target prices for SK Hynix and Samsung: Record-breaking performance driven by the strongest memory cycle in history.

Goldman Sachs forecasts that the memory industry will experience its strongest upward cycle on record, raising the target prices for SK Hynix and Samsung to 1.35 million and 260,000 Korean won, respectively. Driven by AI demand and supply shortages, SK Hynix's average DRAM price is expected to surge 243% year-on-year by 2026, with ROE exceeding 80%; Samsung’s operating profit is projected to grow more than fivefold year-on-year, with HBM revenue anticipated to reach 15 billion US dollars. Even as both companies increase their capital expenditures to 40 trillion and 46 trillion Korean won, their current valuations remain attractive.

wallstreetcnMar 12 14:44 · Ratings

Goldman Sachs: SK Hynix’s near-term fundamentals remain solid, raising earnings forecasts and target price.

Goldman Sachs issued a report revising upward its target price for South Korea's SK Hynix (000660.KS) from 1.2 million Korean won to 1.35 million Korean won, maintaining a 'Buy' rating. The firm noted that SK Hynix’s short-term fundamentals remain solid and significantly raised its price forecasts for DRAM (Dynamic Random Access Memory) and NAND flash memory. Goldman Sachs now expects conventional DRAM prices to increase by an average of 243% this year, while NAND flash memory prices are projected to rise by 150%. The firm estimates SK Hynix’s DRAM operating profit margin will reach approximately 76% to 79%, setting a historical high, with NAND flash memory operating profit margins forecasted between 46% and 49%, alongside strong return on equity.

AASTOCKSMar 12 13:28