Analysts gave positive reviews of Samsung Electronics' investment in AI infrastructure. KB Securities said that investment in US AI infrastructure company Helix will help Samsung expand data center demand channels beyond memory chip supply. KB Securities said, “This investment is not just a financial investment; its core meaning is that Samsung Electronics directly enters the upstream part of AI data center demand.” The outlook for the memory chip market is also positive. KB Securities anticipates that the average DRAM price will rise 15% to 20% month-on-month in the third and fourth quarters of this year, and will maintain a double-digit increase in the first quarter of next year. KB Securities said that the production capacity of the world's top three DRAM manufacturers, including Samsung Electronics, has basically been locked in by 2028. The agency predicts that the increase in demand brought about by the expansion of AI infrastructure, combined with supply constraints, will strengthen the manufacturer's pricing power and push the market to re-evaluate the strategic value of Samsung Electronics' storage business.

Analysts gave positive reviews of Samsung Electronics' investment in AI infrastructure. KB Securities said that investment in US AI infrastructure company Helix will help Samsung expand data center demand channels beyond memory chip supply. KB Securities said, “This investment is not just a financial investment; its core meaning is that Samsung Electronics directly enters the upstream part of AI data center demand.” The outlook for the memory chip market is also positive. KB Securities anticipates that the average DRAM price will rise 15% to 20% month-on-month in the third and fourth quarters of this year, and will maintain a double-digit increase in the first quarter of next year. KB Securities said that the production capacity of the world's top three DRAM manufacturers, including Samsung Electronics, has basically been locked in by 2028. The agency predicts that the increase in demand brought about by the expansion of AI infrastructure, combined with supply constraints, will strengthen the manufacturer's pricing power and push the market to re-evaluate the strategic value of Samsung Electronics' storage business.