On July 30, Samsung Electronics projected that in the second half of 2026, sustained capital expenditure for artificial intelligence infrastructure and the widespread adoption of agentic AI will keep server-centric demand robust. Meanwhile, demand growth for server DRAM, enterprise solid-state drives (eSSD), and high-bandwidth memory (HBM) is expected to accelerate. The company noted that although demand in the mobile and PC markets will slow, the overall market is anticipated to remain in a supply-constrained state. (Sina Finance)
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Samsung Electronics: Server-Centric Demand Expected to Remain Strong in H2 2026
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