Overview
- Samsung’s preliminary Q4 2025 operating profit reached 20 trillion won, up 208% year over year, on revenue of 93 trillion won.
- Counterpoint reports DRAM and NAND prices jumped 40%–50% in Q4 and calls the market a “super bull,” projecting DDR5 prices to rise about 40% in Q1 and a further 20% in Q2.
- Major suppliers are prioritizing higher‑margin server DDR5 and HBM, shrinking legacy product supply and prolonging near‑term shortages.
- At CES, Samsung executive Wonjin Lee said memory shortages and cost spikes will push up prices across devices including phones, laptops, connected appliances and advanced autos.
- Analysts say hyperscale buyers are securing large DRAM volumes at premiums, and Samsung has submitted HBM4 samples to Nvidia as expectations build for a 2026 shipment ramp.