Tristar electronics: server-centred demand is expected to remain robust in the second half of 2026

On 30 July, Samsung electronics is expected to maintain robust server-centred demand in the second half of 2026, with the continued investment in capital expenditure on artificial intelligence infrastructure and the widespread application of proxy artificial intelligence. At the same time, demand growth for servers, DRAM, enterprise-level solid-state hard drives (eSD) and high-bandwidth memory (HBM) is expected to accelerate. The company indicated that, although the demand for mobile equipment and the PC market would slow, the overall market was expected to remain out of demand. "The New Wave"