Samsung Has Become A Trillion-Dollar Company Amid The RAM Shortage!

Hot news News Tech Tech News 05/07/2026

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TECH NEWS – DRAM quietly brings in much more money than HBM, meaning high-bandwidth memory.

Samsung has finally entered the trillion-dollar club thanks to the memory-driven momentum that continues to pour out of AI-centric data centers and now permeates nearly every corner of the global consumer electronics industry. According to CompaniesMarketCap data, Samsung’s market value currently stands at $1.21 trillion, and it still has a good chance of overtaking Tesla to become the tenth most valuable company in the world. This is because Samsung’s semiconductor division saw its operating profit surge an incredible 48-fold in the first quarter of 2026 compared to the same period last year, thanks to record-breaking demand for memory products, while total operating profit jumped 756% year-over-year.

The most notable part of Samsung’s latest earnings report, however, was the company’s statement that conventional DRAM products are currently more profitable than HBM-based ones. The reason is that conventional DRAM prices are currently negotiated on a quarterly basis, while HBM prices are fixed annually. This comes after SemiAnalysis reported just a few days ago that LPDDR5 contract prices had recently hovered around $10/GB after tripling since the first quarter of 2025. The firm also expects this upward pricing trend to continue into 2027. While DRAM prices for the second quarter of 2026 have not yet been finalized, TrendForce expects mobile DRAM prices to rise 93-98% quarter-over-quarter.

Assuming a starting price of $10/GB, the cost of a typical LPDDR5 module is expected to reach between $19.3 and $19.8/GB in the second quarter of 2026. Another report claims that memory manufacturers are currently signing long-term agreements, or LTAs, with a contract price ceiling of around $1,350 and a price floor of around $500 per 64 GB of DRAM. That translates to a maximum price of $21/GB and a minimum price of $7.8/GB.

It is therefore hardly surprising that KB Securities analysts now believe Samsung will post operating profit of 327 trillion won, or around $226 billion, in 2026, and an astonishing 488 trillion won, or around $337 billion, in 2027. That would make Samsung the most profitable company in the world, potentially surpassing Nvidia’s expected operating profit.

Source: WCCFTech, CompaniesMarketCap

Angyal Anikó

Anikó, our news editor and communication manager, is more interested in the business side of the gaming industry. She worked at banks, and she has a vast knowledge of business life. Still, she likes puzzle and story-oriented games, like Sherlock Holmes: Crimes & Punishments, which is her favourite title. She also played The Sims 3, but after accidentally killing a whole sim family, swore not to play it again. (For our office address, email and phone number check out our IMPRESSUM)