The madness with the RAM memory prices is conditioning how the PCs that are sold are assembledthreatens with increase in the price of mobile phones and there is even talk that Mobile phones with 4GB of RAM are coming back. But what is bad news for the vast majority is excellent news for a few, and there is a clear winner.
Samsung is getting rich. Samsung has published the fourth quarter 2025 results and the figures make it clear that if there is a winner in the problem of RAM prices, it is them:
- Operating profit for the quarter was $14 billion, a year-on-year increase of 208%.
- Compared to the previous quarter, operating profit has increased by 64.3% and revenue has increased by 8.1%. It sells more, but above all it sells more expensively.
- If we look at the photo of the full year, Samsung has earned 33% more than in 2024.
Why it is important. Samsung consolidates itself as a leader in the memory sector and enters a phase of extraordinary profits. Is the technology company that has appreciated the most in 2025, with a growth of 123.11%, all driven by the very high demand for memory to meet the needs of AI.
The best option. Samsung shares They have risen almost 30% in the last month and 1.8% after the results were announced. The excellent results and valuation place Samsung in a very advantageous position in the market. According to Macquarie analysts “We did not find a better option than Samsung in the entire AI supply chain.”
HBM. Seizing the moment, Jun Young-hyun, head of the semiconductor division, has assured that they hope to catch up with SK Hynix in advanced HBM chips, which are a key component in data centers. Samsung already announced its HBM4 chip a few days ago and its objective is clear: to once again be NVIDIA’s number one supplier.
Unstoppable escalation. According to the latest report of Counterpointthe memory market is in a hyper-bullish phase. At the end of 2025, prices rose by 40-50% and another similar increase is expected in the first quarter of 2026. For the third quarter, they talk about 20% more. In other words, a 64GB RDIMM module (used in servers) cost $255 in September 2025, rose to $450 at the end of the year, and will cost $700 in March of this year.
1,000 dollars. The border of $1,000 is not that far away and reaching it seems feasible given that analysts predict that the situation It will continue throughout 2026some even point out that extends until 2028. If reached, it would be almost double what it rose in 2018 when another price peak occurred.
No low prices, thank you. The insatiable demand for AI is causing shortages, which in turn are causing prices to rise. A possible solution would be to increase production, but Samsung and SK Hynix flatly refused arguing that there is a risk of overproduction. Currently, Samsung is only managing to fulfill 70% of DRAM orders. Looking at the numbers, it is clear that it is profitable for them.
Image | Samsung
In Xataka | The US is beginning to realize something worrying: AI data centers are skyrocketing its electricity bill
GIPHY App Key not set. Please check settings