Samsung Electronics: Server-Centric Demand Expected to Remain Strong in H2 2026
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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