HSBC analyst Ricky Seo wrote in a report that Samsung Electronics will benefit from a longer semiconductor upward cycle than before, which may last four to five years. Seo notes that in the face of rising chip prices, the chipmaker is more open to commodity storage products than its peers. Seo said that for Samsung, the increase in the supply of high-bandwidth storage products and the demand for chips driven by artificial intelligence brought by cloud service providers will also be a great opportunity. Among them, the supply of high-bandwidth storage products may increase 2.4 times by 2026.

HSBC analyst Ricky Seo wrote in a report that Samsung Electronics will benefit from a longer semiconductor upward cycle than before, which may last four to five years. Seo notes that in the face of rising chip prices, the chipmaker is more open to commodity storage products than its peers. Seo said that for Samsung, the increase in the supply of high-bandwidth storage products and the demand for chips driven by artificial intelligence brought by cloud service providers will also be a great opportunity. Among them, the supply of high-bandwidth storage products may increase 2.4 times by 2026.