Samsung’s Annual Operating Profit Now Estimated To Reach $73 billion In 2026 As DRAM & NAND Price Increases Are Benefiting The Company While Making The Industry Miserable

As solid-state drives and RAM reach unfathomably high prices, making consumers and the entire industry sweat profusely as they are forced to part ways with a truckload of funds to procure the essential parts, companies like Samsung and SK hynix are thoroughly enjoying the surge in DRAM and NAND costs, with a research firm revising its forecasts for next year. Based on the current trajectory, Samsung could pocket an annual operating profit of $73 billion, making it slightly higher than the previous projections.

Rising DRAM and NAND costs will enable Samsung to reach its profitability goal sooner, with the company reportedly aiming for 2027; with SK hynix involved, both firms could generate a whopping $136 billion in annual operating profit

A Kiwoon Securities’ senior researcher previously estimated Samsung’s operating profit for 2026 to be in the 90-100 trillion won, or $62-$69 billion range, but Chosun reports that the firm has revised its previous estimations. Now, Samsung’s operating profit forecast for next year is 107.612 trillion won, which comes to around $73 billion, whereas SK hynix could pocket 93.843 trillion won, or $63.8 billion. While both companies will be smiling all the way to the bank, it will be at the expense of the entire NAND and DRAM industry.

For instance, Counterpoint Research has estimated that rising memory prices could force smartphones’ Bill of Materials (BoM) to reach up to 25 percent, forcing shipments to decline by 2.6 percent in 2026. The ongoing shortage may compel device manufacturers to offer entry-level handsets with a measly 4GB RAM, but the plus side is that even high-end smartphones could ship with microSD card expansion. In the notebook segment, various OEMs are contemplating configuring their machines with 8GB RAM as standard.

Companies like Acer, Dell, ASUS, and others have already surrendered to the DRAM shortage and will introduce extensive price hikes in the coming weeks, with NVIDIA reducing production of its RTX 5000 series of GPUs by factoring in the ongoing DRAM shortage. As companies frantically make price and other adjustments to their products, SK hynix and Samsung continue to profit from this tide shift, with the latter also reported to achieve profitability by 2027 for its foundry business.

News Source: Chosun

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