Samsung Set to Benefit From Sustained AI Inference Memory Demand in 2H -- Market Talk

Dow Jones04-07

0723 GMT - Samsung Electronics is likely to benefit from sustained artificial-intelligence inference memory demand in 2H, Citigroup's Peter Lee and Jayden Oh say. Solid AI inference memory demand should support Samsung's memory pricing through 2026, particularly for server DRAM products, the analysts write in a note. They expect Samsung's DDR5 RDIMM--a high-capacity, high-speed memory module designed for servers--to be priced at $1,402 in 3Q, up 13% from 2Q. That compares with a 5% quarter-on-quarter increase previously, they say. They note that an extended Middle East conflict could slow memory-chip price growth in 2H, while a quicker resolution could drive further gains. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

April 07, 2026 03:23 ET (07:23 GMT)

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They expect Samsung's DDR5 RDIMM--a high-capacity, high-speed memory module designed for servers--to be priced at $1,402 in 3Q, up 13% from 2Q. That compares with a 5% quarter-on-quarter increase previously, they say. They note that an extended Middle East conflict could slow memory-chip price growth in 2H, while a quicker resolution could drive further gains. 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Solid AI inference memory demand should support Samsung's memory pricing through 2026, particularly for server DRAM products, the analysts write in a note. They expect Samsung's DDR5 RDIMM--a high-capacity, high-speed memory module designed for servers--to be priced at $1,402 in 3Q, up 13% from 2Q. That compares with a 5% quarter-on-quarter increase previously, they say. They note that an extended Middle East conflict could slow memory-chip price growth in 2H, while a quicker resolution could drive further gains. 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