Samsung Electronics has forecasted a strong demand for artificial intelligence, which is expected to tighten the supply of high-end chips. This positive outlook comes as the global memory chip market experiences a solid rebound, with the world's largest memory chip maker reporting a more than 10-fold rise in first-quarter operating profit. Despite this, Samsung's shares have seen a slight decline this year, in contrast to SK Hynix's significant gain.
In an effort to catch up with its rival, Samsung plans to increase the supply of high bandwidth memory (HBM) chips, particularly for AI applications. The company aims to boost the supply of HBM-related chips by more than three-fold compared to the previous year, with mass production of the latest 8-layer HBM3E chips already underway.
