On July 30th, which fell on a Thursday, Samsung Electronics announced that the persistent robust demand for artificial intelligence (AI) chips is likely to aggravate the supply shortage in the coming year. This perspective stands in stark contrast to investors' worries that a deceleration in AI-related spending will hinder growth. After the earnings call, Samsung's stock price experienced an 8% upswing, and SK Hynix's stock also bounced back by 3%. According to Samsung's announcement, the demand in the server sector is projected to stay strong until the second quarter of 2026. This is propelled by the ongoing investments in AI infrastructure and the more widespread implementation of agent-based AI.
