What is driving Samsung's strong memory chip demand forecast?

The robust demand for Samsung's memory chips is primarily driven by the significant growth and investment in artificial intelligence technologies.

When does Samsung expect high demand for memory chips to continue?

Samsung anticipates this strong demand for memory chips will continue throughout 2026 and extend into 2027.

What is the customer feedback on Samsung's new HBM4 chip?

Customer feedback on Samsung's next-generation high-bandwidth memory (HBM4) chip has been reported as very satisfactory.

Home / Business and Economy / Samsung Eyes AI Boom for Chip Demand Surge

Samsung Eyes AI Boom for Chip Demand Surge

11 Feb

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Summary

Samsung anticipates sustained high demand for memory chips throughout this year.
The company's CTO reports highly satisfactory feedback on next-gen HBM4 chips.
Artificial intelligence is identified as the primary driver of this robust demand.

Samsung Eyes AI Boom for Chip Demand Surge

Samsung Electronics is forecasting a significant and ongoing surge in demand for memory chips, a trend expected to persist throughout 2026 and extend into 2027. This positive outlook is primarily attributed to the substantial growth and investment in artificial intelligence technologies.

According to Song Jai-hyuk, the Chief Technology Officer for Samsung's semiconductor division, feedback from customers regarding the company's upcoming high-bandwidth memory (HBM4) chip has been exceptionally satisfactory. This indicates strong market potential and a favorable reception for their latest advancements in memory technology.

The company's expectations highlight the critical role AI plays in driving the semiconductor market. This sustained demand underscores Samsung's strategic position in supplying essential components for AI infrastructure and development.