Samsung Stands to Benefit From Soaring AI-Driven NAND Demand -- Market Talk

Dow Jones

02/02

0608 GMT - Samsung Electronics stands to benefit from soaring artificial-intelligence-driven demand for NAND products, HSBC's Ricky Seo and Han Kil Chang write in a note. NAND is a type of memory chip that retains data even when the power is off, unlike DRAM, which requires power to hold data. New AI server designs need more memory, including NAND storage, to improve response times for large language models and agentic AI services, as their focus is shifting from training to inference, the HSBC analysts say. They raise their 2026 and 2027 operating-profit estimates for Samsung by 18%-27%. Samsung held a 35% share of the NAND market in 3Q 2025, they add. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

February 02, 2026 01:08 ET (06:08 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2608837970"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2608837970\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2608837970?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-02 14:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2608837970","market":"nz","top_or_hot":-1,"title":"Samsung Stands to Benefit From Soaring AI-Driven NAND Demand -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0608 GMT - <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> stands to benefit from soaring artificial-intelligence-driven demand for NAND products, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a>'s Ricky Seo and Han Kil Chang write in a note. NAND is a type of memory chip that retains data even when the power is off, unlike DRAM, which requires power to hold data. New AI server designs need more memory, including NAND storage, to improve response times for large language models and agentic AI services, as their focus is shifting from training to inference, the HSBC analysts say. They raise their 2026 and 2027 operating-profit estimates for Samsung by 18%-27%. Samsung held a 35% share of the NAND market in 3Q 2025, they add. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 01:08 ET (06:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung Stands to Benefit From Soaring AI-Driven NAND Demand -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Stands to Benefit From Soaring AI-Driven NAND Demand -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-02-02 14:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0608 GMT - <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> stands to benefit from soaring artificial-intelligence-driven demand for NAND products, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a>'s Ricky Seo and Han Kil Chang write in a note. NAND is a type of memory chip that retains data even when the power is off, unlike DRAM, which requires power to hold data. New AI server designs need more memory, including NAND storage, to improve response times for large language models and agentic AI services, as their focus is shifting from training to inference, the HSBC analysts say. They raise their 2026 and 2027 operating-profit estimates for Samsung by 18%-27%. Samsung held a 35% share of the NAND market in 3Q 2025, they add. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 01:08 ET (06:08 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HSBC","symbol_name":"滙豐","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608837970","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608837970","pubTimestamp":1770012480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0608 GMT - Samsung Electronics stands to benefit from soaring artificial-intelligence-driven demand for NAND products, HSBC's Ricky Seo and Han Kil Chang write in a note. NAND is a type of memory chip that retains data even when the power is off, unlike DRAM, which requires power to hold data. New AI server designs need more memory, including NAND storage, to improve response times for large language models and agentic AI services, as their focus is shifting from training to inference, the HSBC analysts say. They raise their 2026 and 2027 operating-profit estimates for Samsung by 18%-27%. Samsung held a 35% share of the NAND market in 3Q 2025, they add. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HSBC":"汇丰","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4207":"综合性银行","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","SSNHZ":"Samsung Electronics Co., Ltd.","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4521":"英国银行股"},"translate_title":"三星将受益于人工智能驱动的NAND需求飙升——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSNHZ":0.9,"HSBC":0.75},"content_text":"0608 GMT - Samsung Electronics stands to benefit from soaring artificial-intelligence-driven demand for NAND products, HSBC's Ricky Seo and Han Kil Chang write in a note. NAND is a type of memory chip that retains data even when the power is off, unlike DRAM, which requires power to hold data. New AI server designs need more memory, including NAND storage, to improve response times for large language models and agentic AI services, as their focus is shifting from training to inference, the HSBC analysts say. They raise their 2026 and 2027 operating-profit estimates for Samsung by 18%-27%. Samsung held a 35% share of the NAND market in 3Q 2025, they add. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2026 01:08 ET (06:08 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}