On July 30, it was reported that Samsung Electronics expects server-centered demand to remain strong in the second half of 2026 as capital expenditure on artificial intelligence infrastructure continues to be invested and proxy artificial intelligence is widely used. Meanwhile, growth in demand for server DRAM, enterprise solid-state drives, and high-bandwidth memory is expected to accelerate. The company said that although demand in the mobile device and PC market will slow down, the overall market is expected to remain in short supply.

Zhitongcaijing · 2d ago
On July 30, it was reported that Samsung Electronics expects server-centered demand to remain strong in the second half of 2026 as capital expenditure on artificial intelligence infrastructure continues to be invested and proxy artificial intelligence is widely used. Meanwhile, growth in demand for server DRAM, enterprise solid-state drives, and high-bandwidth memory is expected to accelerate. The company said that although demand in the mobile device and PC market will slow down, the overall market is expected to remain in short supply.