AI-driven demand for high‑bandwidth memory is boosting pricing power for Samsung Electronics and SK Hynix.
Barclays expects higher average selling prices to sustain near‑term earnings momentum for both chipmakers.
Companies must shift to an AI‑centric product mix, emphasizing HBM and specialized memory, to maintain growth beyond cyclical gains.
SK Hynix is seen as better positioned now due to its HBM leadership, while Samsung needs to accelerate its transition.