Samsung Electronics: Driven by the growth of investment in artificial intelligence infrastructure, the chip industry is entering an "unprecedented super cycle."

Samsung Electronics co-CEO Yoon Boo-keun said today that the industry is entering an unprecedented "super cycle" driven by the growth of investments in artificial intelligence infrastructure. However, he remains cautious about concerns in the market regarding an artificial intelligence bubble, and also highlighted that power supply constraints are a major bottleneck for artificial intelligence data centers. "With the continuous growth in demand for artificial intelligence and the resulting ongoing memory supply shortages, we expect to experience a favorable business environment," Yoon said at the company's annual shareholder meeting held in Suwon, south of Seoul. "However, risk factors still exist, including uncertainties in the global macroeconomic environment such as tariff issues and cost burden on consumer electronics," he added, referring to televisions, phones, and home appliances.