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AI CURATED HOT STORY · 10/25/2026

Nomura: AI Memory Demand Strong, Backs Samsung and SK Hynix

1 reports archived1 independent sourcesupdated 10/25/2026, 15:57:49
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Nomura Securities argues that market fears regarding AI investment are overblown, maintaining 'Buy' ratings for Samsung Electronics and SK Hynix. The report highlights that global data center expansion will drive memory chip demand growth to outpace supply, projecting industry net cash to reach $2 trillion by 2028. Despite concerns over specific financing pressures and Chinese technological progress, the firm asserts that overall AI infrastructure investment remains robust.

LATEST/Nomura Securities argues that market fears regarding AI investment are overblown, maintaining 'Buy' ratings for Samsung Electronics and SK Hynix. The report highlights that global data center expansion will drive memory chip demand growth to outpace supply, projecting industry net cash to reach $2 trillion by 2028. Despite concerns over specific financing pressures and Chinese technological progress, the firm asserts that overall AI infrastructure investment remains robust.

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Total 1 reports · Latest first
  1. IT之家 · 智能时代T2·68 pts

    Nomura: AI Memory Demand Strong, Backs Samsung and SK Hynix

    • Nomura believes the market overestimates the risk of AI firms cutting capex, maintaining Buy ratings for Samsung and SK Hynix.
    • Global data center capacity additions are projected to rise from 22.3GW this year to 31.5GW next year, supporting memory chip prices.
    • Combined net cash of nine major semiconductor firms is expected to grow from $282 billion in Q2 this year to $2 trillion by end-2028.