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AI tech shift set to drive Samsung's comeback
The Straits Times
|April 08, 2024
Investors see boost in demand for Nand memory, where firm leads in market share
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After lagging behind the global rally in semiconductor stocks over the past year, Samsung Electronics is primed for a spot at the front of the pack on newfound optimism over its artificial intelligence (AI) strategy.
Investors are starting to realise that AI will boost demand for Nand memory where Samsung has the largest market share - as well as the high-bandwidth memory dominated by rival SK Hynix.
Analysts have been raising price targets for Samsung to factor in AI benefits plus signs of a broader rebound in memory demand and prices after a long slump.
Fund managers have begun shifting money into Seoul-listed Samsung to ride its expected bounce.
While AI titan Nvidia has tripled in the past 12 months and its key high-bandwidth memory (HBM) supplier SK Hynix has more than doubled, Samsung is seen having greater upside after a mere 32 percent gain.
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