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三星电子:科技峰会最新要点
2026-05-21 12:10
Flash | 20 May 2026 14:35:13 ET │ 11 pages Samsung Electronics (005930.KS) What's New from Citi Pan-Asia Conference 2026 CITI'S TAKE We hosted investor meetings with Samsung Electronics at Citi Pan-Asia Conference 2026 in Singapore. Key takeaways from the meetings include: [1] 2H26E&2027E memory market outlook, [2] HBM S/D Outlook & Updates, and [3] a new form of memory LTAs (Long Term Agreement). We note key takeaways below. 2H26E & 2027E Memory Market Outlook — Samsung sees 2027E memory supply shortage to ...