Samsung and SK hynix NAND profits seen surging up to 40-fold

Mirae Asset Securities forecasts Samsung's NAND operating profit will jump from 2 trillion won to 82.6 trillion won, while SK hynix's will rise from 2.4 trillion won to 55.3 trillion won. The boom is driven by enterprise SSD demand from AI data centers and emerging memory demand from humanoid robots.

• Samsung's NAND operating profit seen up about 41-fold to 82.6 trillion won
• SK hynix's NAND operating profit expected to rise 23-fold to 55.3 trillion won
• NAND contract prices forecast to rise 15–20% quarter on quarter in Q4
• Robotics DRAM demand projected to grow over 20-fold to ~172,000 Tbit by 2030