UBS: Samsung expected to benefit from favorable pricing conditions in 2026.

Rosenblatt analysts led by Nicolas Gaudois stated that Samsung Electronics' profits in 2026 are expected to benefit from favorable pricing conditions for traditional storage chips. They predict that prices of double data rate chips and NAND products will continue to rise. They expect contract prices for DDR chips to increase by 5% in the fourth quarter of 2025, and supply shortages to continue until the fourth quarter of 2026. Rosenblatt has raised its operating profit forecast for this South Korean chip manufacturer in 2026 by 17% to 60 trillion Korean won. They also predict that by the first quarter of 2026, Samsung will become the third supplier of NVIDIA's advanced high-bandwidth memory 3E products, which is another positive news for the company.