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AI & Enterprise

AI investment spurs growth in servers, PCs and memory, lifting enterprise hardware market

The spread of artificial intelligence is emerging as a new growth driver across the enterprise hardware market, as companies and cloud providers race to build AI infrastructure. Demand for AI servers is lifting results at major IT firms, while storage vendors and PC makers also benefit. Memory makers gain from surging needs for high-bandwidth memory used in AI servers. Concerns that AI would hurt software firms appear limited, as many reposition AI as a growth engine.

Industry

Samsung Electronics tops auto memory market for first time, overtaking Micron

Samsung Electronics ranked No. 1 in the automotive memory market in 2025, overtaking Micron, the report said. S&P Global Mobility said Samsung\'s market share rose to 40 percent in 2025 from 35 percent in 2024, while Micron\'s share fell to 36 percent from 40 percent. The shift was attributed to Samsung\'s regional expansion and rising demand for high-capacity, high-performance memory used in autonomous driving and advanced infotainment systems.

AI & Enterprise

K-AI models spread to semiconductors, farm machinery and nuclear power sites

South Korean artificial intelligence models are expanding across industrial sites, from semiconductor manufacturing to autonomous farm machinery and nuclear power plant operations. SK Telecom is applying its AI model to SK Hynix work environments and is reviewing deployment at chipmaking sites. Motif Technologies and Mobirus are integrating VLA technology for autonomous farm machinery. Naver Cloud built a generative AI platform with Korea Hydro & Nuclear Power. Upstage embedded Solar in Allganize\'s Alli service.