prediction
디아이 본사 is expected to lead growth in 2027, with orders from major customers' general-purpose memory investments starting in earnest from 1Q27 and memory package tester supply volume rising sharply versus this year.
A prediction by 현대차증권 반도체소부장/로보틱스 윤동욱. Statements are as reported by the cited publishers — not verified by DecisionGateway.
2027년에는 디아이 본사가 성장을 견인할 것으로 전망.
Discussion
Related claims
Since the Q3 2026 earnings announcements, 2027 operating profit forecasts for domestic memory companies have been raised again after about four months of stagnation, driven by better-than-expected DRAM prices.하나증권 · statementFor 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.현대차증권 건설/유틸리티 신동현 · predictionThe analyst maintains a BUY rating on 디아이 and raises the target price to 60,000 won, up 5.3%.현대차증권 반도체소부장/로보틱스 윤동욱 · predictionPSM과 D社 두 곳 모두 '27년부터 본격적인 양산 물량 공급이 예상되어 100억원 이상의 매출 성장이 기대된다.하나증권 미래산업팀 · predictionTotal DRAM bit supply growth will slow from 31% in 2026 to 24% in 2027, then recover to more than 25% in 2028 as new capacity comes online.대만공상시보 · prediction디아이's 3Q26 results were revenue of 217.7 billion won (YoY +99.6%, QoQ +29.1%) and operating profit of 59.3 billion won (YoY +493.1%, QoQ +49.9%, OPM 27.3%), far exceeding consensus and the analyst's estimates.현대차증권 반도체소부장/로보틱스 윤동욱 · statement