AI ignites the storage market: Samsung Electronics profits hit a record high
Driven by the surge in global AI server demand leading to a significant increase in storage chip prices, Samsung Electronics' profit in the fourth quarter soared by 208%, exceeding market expectations. The average selling price of DRAM in the fourth quarter rose by more than 30% quarter-on-quarter, while NAND prices increased by about 20%. The strong pricing is expected to continue throughout 2026 and may last until the first half of 2027.
Sales in the fourth quarter reached 93 trillion won, while analysts expected 90.48 trillion won.
Operating profit in the fourth quarter was 20 trillion won, with analysts expecting 17.84 trillion won
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