AI Demand Pushes DRAM Prices Up 90% and Supply Hits Record Low
2026/05/06
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Record Profits: AI Memory Becomes Samsung’s Core Revenue Engine
Samsung just reported one of the strongest quarters in its history:
- Semiconductor division profit surged ~49x year-on-year
- Total operating profit reached $36B+
- ~94% of profit comes from chips (mainly memory)
This confirms a major industry shift:
Memory is now the most profitable segment in semiconductors, largely due to AI demand.
Heron Technology Co., LTD provide enterprise server memory, SSD, and HPE-compatible hardware with stable supply channels.