The AI-driven memory shortage is hitting Samsung's bottom line.
Manufacturing smartphones is getting much more expensive.
Counterpoint Research
Manufacturing smartphones is getting much more expensive.
Counterpoint Research
The good news for Samsung is that while the MX division struggles, its semiconductor division is raking it in. Samsung Semiconductor has smashed records in the first quarter of 2026, earning an estimated $38 billion (KRW 57.2 trillion) in profit. That’s more than seven times its net from Q1 2025.
The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027
The AI-driven memory shortage is hitting Samsung's bottom line.
The latest generation of Galaxy phones touts enhanced AI capabilities, but supply chain concerns hang over sector
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Selling prices are causing "nosebleeds" in the middle of the artificial intelligence supply chain.
