Samsung: Demand for artificial intelligence chips remains strong, potentially exacerbating supply shortages next year.
2026.07.30 10:47:46
Samsung Electronics said on Thursday that demand for artificial intelligence (AI) chips remains strong, which may exacerbate supply shortages next year—contrary to investor concerns that major tech companies' massive AI spending could slow and curb growth. Samsung's stock rose 8% after its earnings call, while SK Hynix's stock rebounded 3%. In a statement, Samsung noted: "We expect demand in the server sector to stay strong through the second quarter of 2026, driven by continued investment in AI infrastructure and broader adoption of agent AI." (Jinshi)
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