High RAM prices mean record-setting profits for Samsung and other memory makers

High RAM prices mean record-setting profits for Samsung and other memory makers

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Supply lacks and huge cost boosts for RAM and storage have actually been a significant drag for lovers and PC contractors in current months. And while we have not yet seen big, prevalent cost boosts for memory-dependent items like pre-built laptop computer PCs, smart devices, and graphics cards, a lot of business anticipate that to alter this year if scarcities continue.

In the meantime, memory makers are riding high need and high rates to tape earnings.

In earnings assistance launched today, Samsung Electronics forecasts it will make in between 19.9 and 20.1 trillion Korean won in operating revenue (approximately $13.8 billion USD) in Q4 2025, compared to simply 6.49 trillion won in Q4 of 2024.

Samsung is way more than simply a memory company, naturally, however its fortunes typically fluctuate together with its memory department; Samsung’s earnings were dropping considerably in 2023 partially since of an oversupply of memory that made its memory department lose billions of dollars.

Less-diversified business that mainly make memory are likewise generating cash recently. SK Hynix published its “highest-ever quarterly efficiency” in Q3 of 2025 with 11.38 trillion Korean won (about $7.8 billion) in operating revenue, up from 7.03 trillion in Q3 of 2024, and an operating margin that increased from 40 percent to 47 percent. SK Hynix credits “broadening financial investments in AI facilities” and “rising need for AI servers” for its efficiency.

Micron– which just recently chose to leave the customer RAM and storage markets however is still offering its items to other organizations– likewise reported a huge increase to earnings year over year, from $1.87 billion in Q1 2025 to $5.24 billion in Q1 2026. This has actually produced the business’s “greatest ever complimentary capital.”

“Total business income, DRAM and NAND income, along with HBM and information center income and income in each of our organization systems, likewise reached brand-new records [in fiscal Q1],” composed Micron CEO Sanjay Mehrotra.

Why is RAM so costly today?

Checking out these positive profits reports and projections will be cold convenience to individuals attempting to develop or update a PC, who have actually seen the rate of a 32GB package of DDR5-6000 boost from $80 in August 2025 to $340 today. And if the existing AI boom continues, it’s not likely to enhance in the near term.

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