Samsung’s Record DRAM Sales Prompt Consideration of Product Repricing
In the final quarter of 2025, Samsung’s Dynamic Random-Access Memory (DRAM) division achieved unprecedented success, generating $25.9 billion in revenue. This remarkable performance accounted for 40% of the company’s total sales during this period, underscoring the pivotal role of memory products in Samsung’s financial portfolio.
The surge in DRAM sales can be attributed to the escalating demand for high-bandwidth memory (HBM), driven by the rapid expansion of artificial intelligence (AI) applications and data-intensive technologies. As industries increasingly rely on AI-driven solutions, the need for faster and more efficient memory has intensified, positioning Samsung at the forefront of this technological evolution.
However, this success comes with its challenges. The heightened demand for HBM has led to a reallocation of manufacturing resources, resulting in a constrained supply of traditional DRAM modules. This shift has caused a significant increase in production costs, impacting the broader electronics market.
Samsung’s Executive Vice President, Wonjin Lee, addressed these concerns, stating, There’s going to be issues around semiconductor supplies, and it’s going to affect everyone… Prices are going up even as we speak. Obviously, we don’t want to convey that burden to the consumers, but we’re going to be at a point where we have to actually consider repricing our products.
This statement highlights the delicate balance Samsung must maintain between sustaining profitability and remaining competitive in a market sensitive to price fluctuations. The potential repricing could affect a range of Samsung products, including the anticipated Galaxy S26 series. Recent reports suggest that the Galaxy S26 may experience a price increase to reflect the rising costs of memory components and other essential materials.
The broader industry is also feeling the impact of these developments. Consumers have reported noticeable price hikes in standard DDR5 PC RAM modules. This trend is largely due to manufacturers prioritizing the production of HBM over traditional memory, given the higher profit margins associated with AI-related applications.
Samsung’s strategic decisions in response to these market dynamics will be crucial. The company must navigate the challenges of supply chain constraints and cost management while continuing to meet consumer expectations for quality and affordability. As the demand for advanced memory solutions continues to grow, Samsung’s ability to adapt and innovate will determine its position in the competitive landscape of the technology sector.
