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Citi: Samsung Expected to Continue Benefiting from Sustained AI Inference Memory Demand in the Second Half of the Year
2 hour ago /
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Author：小编
Analysts from Citi Group stated that Samsung Electronics may benefit from the sustained demand for artificial intelligence (AI) inference memory in the second half of 2026, with strong demand supporting its memory pricing in 2026, particularly for server DRAM products. It is expected that the pricing of Samsung's DDR5 RDIMM will reach $1,402 in the third quarter, representing a 13% increase from the second quarter and far exceeding the previous forecast of 5%. Analysts also pointed out that if the Middle East conflict prolongs, the growth in memory chip prices may slow down in the second half of the year; conversely, if the conflict is resolved more quickly, prices could rise further.
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