AI TRENDS | Samsung Expected to Benefit from AI Memory Demand in 2026, Analysts Say

Citigroup analysts have indicated that Samsung Electronics is likely to benefit from ongoing demand for AI inference memory in the latter half of 2026. According to Jin10, the analysts noted in a report that strong AI inference memory demand is expected to support Samsung's memory pricing throughout 2026, particularly for server DRAM products. The analysts project that Samsung's DDR5 RDIMM pricing will reach $1,402 in the third quarter, marking a 13% increase from the second quarter, significantly higher than the previously anticipated 5% quarter-on-quarter growth. They also pointed out that prolonged Middle East conflicts could slow the growth of memory chip prices in the second half of the year, while a quicker resolution of the conflicts might drive prices higher.