The AI boom, which benefits advanced chipmakers, has pushed up prices for Samsung’s regular DRAM and NAND chips, which are needed for data center servers. Demand for high-bandwidth memory (HBM) chips is still lagging, but Samsung just reported its best fiscal quarter in more than three years.
According to Reuters: Samsung expects best profit since 2022, as AI boom squeezes commodity chip supply
“Strong demand for conventional memory chips used in data center servers has helped offset weaker sales of Samsung’s advanced artificial intelligence chips as the company falls behind rivals in the race to supply Nvidia (NVDA.O), analysts say.”
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