The global memory shortage has acted as a massive boon for Samsung's chip division, but these outsized returns cannot last forever.
Samsung chip division posted $61.7B operating profit in Q2 2026 (+1813.8% YoY) on AI memory (HBM/DRAM) premium pricing; mobile division lost $484M absorbing inflated costs. AI memory shortage persists through 2026, inflating GPU/accelerator capex and squeezing device OEM margins—opportunity for memory suppliers, execution risk for device makers.
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Samsung's chip division has done extremely well during the second quarter of 2026 thanks to the memory shortage, but mobile didn't fare well.
Paul Hill
Neowin
@ziks_99 ·
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