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Nomura Securities report outlines market share and key trends across semiconductor product categories
Tuesday, March 31, 2026 at 09:14 PM
A report from Nomura Securities provides a detailed breakdown of market share and strategic insights across various semiconductor product categories, highlighting leading firms in the industry.
Context
Nomura Securities has issued a comprehensive report detailing a "super cycle" in the semiconductor industry, projecting that high demand for AI servers and enterprise SSDs will sustain a market supply shortage until at least 2027. The brokerage significantly raised its price forecasts for the second quarter of 2026, predicting that commodity DRAM and NAND prices will surge by 51% and 50% quarter-on-quarter, respectively. This outlook is driven by aggressive preventative purchasing from customers who are securing inventory ahead of expected capacity constraints.
Despite macroeconomic volatility and geopolitical tensions, Nomura analysts expect the semiconductor upcycle to be a primary driver for the KOSPI, maintaining a top-end target of 8,000 for the index. The firm highlighted Samsung Electronics and SK Hynix as major beneficiaries, specifically identifying HBM, power equipment, and advanced packaging as critical growth segments. With large-scale supply expansions not expected until 2028, Nomura anticipates sustained double-digit profit growth across the global semiconductor value chain through the end of the decade.
Sources (9)
Nomura World Sector Investment Series World Semiconductor ..."Samsung Electronics to 320,000 won, Hynix to 1.93 million"…Why Nomura is out with a bold call[PDF] Outlook for FY25–26 corporate earnings - NomuraNews & Insights - Nomura Asset Management U.S.A. Inc.Semiconductors: Maintain 2.5 Stars "Neutral" as we await a better ...[PDF] Nomura Global Shariah Semiconductor Equity Fund - USD ClassIWM 2026 OutlookAsia Economic Monthly: Mapping Asia’s AI Exposure | Nomura Connects
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