Samsung's smartphone division just posted its first-ever loss amid RAMageddon

Samsung’s smartphone biz posts first ever loss, but profit still soars 1,300 percent on RAM.

Samsung's memory division hit $49.6B revenue (99% of operating profit) on AI demand, forcing the phone business into its first-ever operating loss. Memory suppliers' pricing power is eroding device makers' margins—unsustainable without DRAM/NAND cost normalization.