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KB Securities Raises DB HiTek Price Target to 200,000 KRW on AI and Robot Demand

Electronic Technology · Semiconductors · yonhap_finance · 2026-09-07

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KB Securities has upgraded its price target for DB HiTek to 200,000 KRW, citing strong demand for foundry services from Chinese AI and robotics sectors.

What Happened

Price Target Upgrade: KB Securities has raised its price target for DB HiTek from 170,000 KRW to 200,000 KRW, citing anticipated benefits from surging demand for AI data centers and robotics in China. The firm maintains a 'Buy' rating on the stock.

Strong Earnings Outlook: DB HiTek's third-quarter operating profit is estimated to reach 120.8 billion KRW, a 50% increase year-on-year, likely exceeding market expectations. The company's ability to raise foundry prices is a key driver for this performance improvement.

Market Dynamics: While major players like Samsung Electronics and TSMC focus on the 12-inch foundry market, supply in the 8-inch market—DB HiTek's core segment—remains constrained. This supply-demand imbalance, coupled with explosive growth in AI and robotics, provides room for further price hikes.

Annual Growth: The company is projected to see annual revenue and operating profit growth of 15% and 53%, respectively, compared to the previous year. Analysts expect the pricing trend to continue into next year, supporting sustained growth for DB HiTek.

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