As memory crisis continues, Samsung expects record profit in latest quarter

The ongoing memory crisis, primarily triggered by the massive demand in AI hardware and applications, has been strangling the tech industry and its consumers for the past few months. Prices for RAM have surged to the point that AMD is reportedly considering bringing back old-gen hardware to satisfy the demands of gamers. Other reports from industry experts indicate that the rising price of memory will shake up smartphone shipments, something that Samsung has hinted towards as well. Among all this uncertainty, Samsung is expected to post a record-breaking quarter within a few days.

In its earnings guidance for the fourth quarter of 2025, Samsung has estimated revenue of 93 trillion Korean won ($64.2 billion), yielding an operating profit of roughly 20 trillion Korean won ($13.8 billion). This is a massive increase from the 75.79 trillion Korean won ($52.2 billion) revenue and 6.49 ($4.5 billion) that was reported in the same quarter last year. It will also be Samsung's highest quarterly profit ever.

While these figures are undoubtedly excellent, they come as no surprise. Samsung is a one of the three major memory chip suppliers, which means that the astronomical increase in demand for AI hardware has also led to an increase in sales for the South Korean giant. Apple recently crowned Samsung as its leading memory supplier amid the global chip shortage as well. The Cupertino firm also sources iPhone memory from SK Hynix and Micron Technology, both also the two other players in this particular supply chain.

Although the results in this quarter have been excellent, it remains to be seen if Samsung can sustain them. Demand for memory is still ramping up as vendors struggle to match in terms of supply. This is further putting a strain on the consumer market too where the shortage has led to exorbitant prices for RAM and related hardware. Samsung is expected to reveal its full quarterly earnings toward the end of this month, and we'll likely find out then what the firm projects to happen in the next quarter.

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Posted Friday 9 January 2026 at 5:24 am AEST (my time).

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