News
Samsung projected to earn 300 trillion won profit from memory market surge
Thursday, December 25, 2025 at 06:45 AM
Samsung is projected to reach 300 trillion won in profit across this year and next, driven by a significant surge in demand and pricing within the memory semiconductor market.
Context
Samsung is poised for a historic earnings breakthrough, with new projections suggesting the company and its peers could reach a combined operating profit of 300 trillion won through 2026. This massive surge is driven by an explosive demand for AI infrastructure, which has triggered a global shortage of conventional memory as manufacturers prioritize high-performance components. For Samsung specifically, fourth-quarter 2025 operating profits are expected to surge 160% to approximately 20 trillion won, bolstered by a staggering 314% price jump in DDR5 DRAM year-over-year.
This profit rally signals Samsung’s successful reclamation of market leadership, fueled by rising prices for both legacy and high-bandwidth memory (HBM). As major players like NVIDIA and Broadcom integrate Samsung's latest technology into next-generation AI platforms, the current supply chain tightness is expected to sustain historic margins well into 2026. Investors are now focused on this "quantum jump" in profitability as the company bridges the technology gap in the high-margin AI accelerator market.
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