Goldman Sachs Predicts $740 Billion Profit Peak for Korean Semiconductor Stocks: Is the AI Supercycle Just Starting?
Goldman Sachs raises 2028 profit targets for Samsung Electronics and SK Hynix to 1,000 trillion KRW. Explore why Korean semiconductor stocks are set to soar. Introduction: A Bullish Bombshell for Seoul's Tech Giants For months, the global investment community has been whispering about a potential 'peak out' in the semiconductor cycle. Critics argued that the AI-driven frenzy might be cooling off. However, Goldman Sachs just dropped a bombshell report that turns that narrative on its head. The investment bank has drastically raised its long-term earnings forecasts for the titans of the Korean semiconductor stocks market: Samsung Electronics (KRX: 005930) and SK Hynix (KRX: 000660) . The Staggering Numbers: A $740 Billion Profit Era Goldman Sachs isn't just optimistic; they are predicting a record-breaking 'supercycle' that could last until 2028. Their latest projections suggest that the combined operating profit of these two giants will surpass 1,000 trillion ...