--- title: "Long-term DRAM operating margin assumptions for the two companies were sharply lowered to… — Shawn Kim — DecisionGateway" description: "statement by Shawn Kim, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1da7e-8256-7c00-873a-f19fd1a80e52" meta: "og:description": "statement by Shawn Kim, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Long-term DRAM operating margin assumptions for the two companies were sharply lowered to… — Shawn Kim — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **Long-term DRAM operating margin assumptions for the two companies were sharply lowered to historical average levels.** A statement by [**Shawn Kim**](https://dgw.tmarket.io/actors/01a1da7e-81c1-76fd-af25-51dc9b10b339). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *두 회사의 장기 DRAM 영업이익률 가정을 역사적 평균 수준으로 크게 낮췄음* hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71883) [**Shawn Kim dossier **](https://dgw.tmarket.io/actors/01a1da7e-81c1-76fd-af25-51dc9b10b339) ## **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 · statement](https://dgw.tmarket.io/claims/01a1cea2-19ea-7dab-8e3f-cb876aa4ac8f) [**Total 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 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0425-7053-b405-94f6e809c2cc) [**디아이 본사's profitability improved significantly due to operating leverage from a surge in equipment supply volume in the second half.**현대차증권 반도체소부장/로보틱스 윤동욱 · statement](https://dgw.tmarket.io/claims/01a1d94e-fc0f-768f-8898-8c09d40c718f) [**Combined Server DRAM and HBM bit supply will grow at a 46% compound annual rate from 2024 to 2027, and its share of total DRAM supply will rise to 65% by the end of 2027.**대만공상시보 · prediction](https://dgw.tmarket.io/claims/01a1da7c-0416-79cb-9f48-b4640bc8bfed) [**LPDDR supply is the tightest among DRAM products due to expanding SOCAMM demand for AI systems, and price increases are expected to continue for the time being.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1cea2-1a1b-74d2-a120-73869d88cafe) [**택배 사업부 revenue grew 1% YoY but operating profit fell 40% to 380억원 (3.9% margin); volume rose 4% YoY and ASP fell 2%.**하나증권 운송/모빌리티 Analyst 안도현 · statement](https://dgw.tmarket.io/claims/01a1cebc-c037-781e-bf35-bd736f2535d1) ## **More claims by Shawn Kim** [**Four pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.**statement](https://dgw.tmarket.io/claims/01a1da7e-8246-7edc-bbae-ef05867e994c) [**The industry will face an 'earnings cliff' in 2028.**prediction](https://dgw.tmarket.io/claims/01a1da7e-8237-7dc2-a4a6-14ac807e00ad) [**Samsung Electronics' target price was cut by 19%.**statement](https://dgw.tmarket.io/claims/01a1da7e-8227-7b6c-9353-6ece0b4d0cbc) [**SK hynix's target price was cut by 38%.**statement](https://dgw.tmarket.io/claims/01a1da7e-8216-717f-8975-0b68a18d1042) [**Shawn Kim downgraded target prices across memory stocks.**statement](https://dgw.tmarket.io/claims/01a1da7e-8205-7c9c-a275-ec3f4086e1fa) [All claims by Shawn Kim](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81c1-76fd-af25-51dc9b10b339) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,500+ Telegram channels — every claim cited. 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