{"id":147379,"date":"2026-09-08T14:32:10","date_gmt":"2026-09-08T14:32:10","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/147379\/"},"modified":"2026-09-08T14:32:10","modified_gmt":"2026-09-08T14:32:10","slug":"samsung-electronics-and-sk-hynix-to-benefit-next-year-why-a-rosy-outlook-is-again-emerging","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/147379\/","title":{"rendered":"\u201cSamsung Electronics and SK hynix to Benefit Next Year\u201d&#8230;Why a Rosy Outlook Is \u2018Again\u2019 Emerging"},"content":{"rendered":"<p>            <img decoding=\"async\" src=\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/09\/news-p.v1.20260908.ac373526cb714fa5abcd5c7df44ead02_P1.jpg\" orgwidth=\"700\" orgheight=\"394\" alt=\"[Yonhap News Agency]\"\/>                      \uc0ac\uc9c4 \ud655\ub300                [Yonhap News Agency]      <\/p>\n<p refid=\"2\">As the global competition over artificial intelligence (AI) performance and efficiency intensifies by the day, demand for memory semiconductors is expected to expand again. With a rebound in infrastructure-related stocks expected to continue, Samsung Electronics and SK hynix have been cited as the top picks.<\/p>\n<p refid=\"3\">On the 8th, Kim Dong-won, head of the Research Division at KB Securities, said, \u201cNext year, Samsung Electronics and SK hynix will benefit as demand for sixth-generation high-bandwidth memory (HBM4), server double-data-rate (DDR5) memory, and enterprise solid-state drives (SSDs) is expected to rise sharply.\u201d<\/p>\n<p refid=\"4\">He added, \u201cOpenAI\u2019s latest model, \u2018GPT-6 Astra,\u2019 will mark a turning point toward entering the early stages of artificial general intelligence (AGI), going beyond simply improving AI model performance. In China, highly efficient models such as Alibaba Group\u2019s Qwen are lowering the barrier to AI adoption by offering low inference costs.\u201d<\/p>\n<p refid=\"5\">He further predicted, \u201cAs frontier models in the United States expand the upper limits of performance and efficiency-focused models in China lower the floor for costs, AI will spread rapidly in both high-performance and mass-market segments. The surge in AI computing workloads is expected to accelerate structural growth in demand for memory products such as HBM, DRAM, and NAND flash.\u201d<\/p>\n<p refid=\"6\">He also noted, \u201cAlthough AI data-center expansion is currently focused solely on the United States, China\u2019s AI data centers are also expected to grow. AI data centers in the United States and China are projected to expand from 95 gigawatts (GW) this year to 201 GW by 2030.\u201d<\/p>\n<p style=\"font-size: 1.5rem;\">\nThis article has been translated by GripLabs Mingo AI.\n<\/p>\n<p>#<\/p>\n<p>Samsung Electronics and SK hynix<\/p>\n<p> data centers<\/p>\n<p> artificial intelligence<\/p>\n<p> Samsung Electronics<\/p>\n<p> SK hynix<\/p>\n<p> KB Securities<\/p>\n","protected":false},"excerpt":{"rendered":"\uc0ac\uc9c4 \ud655\ub300 [Yonhap News Agency] As the global competition over artificial intelligence (AI) performance and efficiency intensifies by&hellip;\n","protected":false},"author":2,"featured_media":147380,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[2588,3882,466,276,52540,241,275],"class_list":["post-147379","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sk-hynix","tag-artificial-intelligence","tag-data-centers","tag-kb-securities","tag-samsung-electronics","tag-samsung-electronics-and-sk-hynix","tag-sk","tag-sk-hynix"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/147379","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=147379"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/147379\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/147380"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=147379"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=147379"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=147379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}