Samsung’s president of its semiconductor unit, aka Device Solutions, has declared that the company will earn more profits this year than it cumulatively earned over the past 40 years. And that’s largely thanks to the memory shortage.
Samsung is preparing to announce its preliminary financial results for Q2 2026, so analysts are coming out with what they expect to see from the South Korean giant. Kim Yong-kwan, the President and Head of Business Strategy at Samsung Electronics’ Device Solutions division, said in a town hall recently that the division would meet the market’s expectations with operating profit for the year. Analysts expect Samsung to report an annual operating profit of around 300 trillion won, or around $200 billion USD.
This same executive went on to say that Samsung’s profit in 2026 would surpass all the profit they’ve made since entering the semiconductor business 40 years ago. And a big part of this is because of the DRAM pricing now.
Samsung is currently negotiating with commodity DRAM customers with an express goal of hiking prices by up to 20% quarter-over-quarter in Q3. This is after Samsung raised prices by 90% in Q1 2026 vs Q4 2025, and then another sequential price hike of between 50 and 60% in Q2.
Samsung isn’t churning out more DRAM, it’s making boatloads more cash on the DRAM capacity it already has.
The Android Headlines Take
As we all know, DRAM prices are shooting through the roof because of AI. Companies can’t get enough DRAM for their data centers, and since RAM production is pretty limited worldwide, that pushes up the price. It’s simple supply and demand that we all learned in our high school economics class.
However, Samsung, SK Hynix, and Micron are all being sued in a class-action lawsuit, claiming that the big three (which own over 90% of the DRAM market) have been fixing prices in order for the price to go through the roof. So when your next phone, laptop, or any kind of tech you’re buying is much higher than the last time you bought one, you know who to thank.
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