AI memory demand lifts Samsung, SK Hynix 2027 outlook
AI data center investment keeps expanding, leaving the global memory market undersupplied in the fourth quarter of 2026. The shortage is improving the 2027 revenue outlook for Samsung and SK Hynix.
- Global memory market stays undersupplied in Q4 2026
- Driven by expanding AI data center investment
- Improved 2027 outlook for Samsung and SK Hynix
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