Samsung Forecasts Persistent AI Chip Demand Through 2026

Samsung projects robust server chip demand until Q2 2026 due to AI infrastructure investments, potentially worsening supply constraints next year.

Woofun AI reports that Samsung Electronics indicated sustained strength in AI chip demand, warning of potential supply shortages in the coming year. This outlook counters market fears that heavy capital expenditure by major technology firms might decelerate. Samsung stated that server sector demand is expected to remain robust through the second quarter of 2026, driven by ongoing AI infrastructure investments and the wider adoption of AI agents. Following the earnings conference call, Samsung shares climbed 8%, while SK Hynix stock recovered by 3%.