Samsung Electronics said on Thursday that strong demand for AI chips could exacerbate shortages next year, countering investor concerns that the massive AI spending spree by major tech companies might slow down and suppress growth. Samsung's stock price rose 8% after the earnings call, while SK Hynix rebounded by 3%. In a statement, Samsung said: "We expect demand in the server sector to remain strong through the second quarter of 2026, driven by continued investment in AI infrastructure and th

Samsung Electronics said on Thursday that strong demand for AI chips could exacerbate shortages next year, countering investor concerns that the massive AI spending spree by major tech companies might slow down and suppress growth. Samsung's stock price rose 8% after the earnings call, while SK Hynix rebounded by 3%. In a statement, Samsung said: "We expect demand in the server sector to remain strong through the second quarter of 2026, driven by continued investment in AI infrastructure and th

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Samsung Electronics said on Thursday that strong demand for artificial intelligence chips may intensify supply shortages next year, contradicting investors’ concerns that major tech companies’ frenzied AI spending could slow down and dampen growth. Samsung’s shares rose 8% after the earnings call, while SK Hynix saw a 3% rebound. In a statement, Samsung said: "Demand in the server sector is expected to remain strong through the second quarter of 2026, due to continued investment in artificial intelligence infrastructure and the broader adoption of agent-based AI."

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Deutsche Bank points out that as central banks in the US, Europe, and Japan are tightening policy simultaneously, the market may still be underpricing the eventual terminal rates. With oil prices remaining high, inflation may spill over into core inflation and wages. Moreover, financial conditions have not tightened in tandem, which could weaken the effect of rate hikes. Citing the experience of 2022, Deutsche Bank notes that the market then expected a total of around 200 basis points of Fed rate hikes in the first year, but the final figure exceeded 400 basis points, illustrating that the market often underestimates the terminal rate.

华尔街见闻•2026/09/21 16:11