Samsung reclaims top spot in global DRAM market for Q4

Samsung Electronics reclaimed the top position in the global dynamic random-access memory (DRAM) market during the fourth quarter of last year. According to data from industry tracker Omdia, Samsung's DRAM sales surged 40.6 percent quarter-on-quarter to $19.1 billion, capturing 36.6 percent of the market. SK hynix held 32.9 percent of the market with sales rising 25.2 percent to $17.2 billion.

On February 22, 2026, reports from The Korea Times and Yonhap News Agency indicated that Samsung Electronics regained the lead in the global dynamic random-access memory (DRAM) market for the October-to-December period of 2025. Data compiled by industry tracker Omdia showed Samsung's DRAM sales jumping 40.6 percent from the previous quarter to $19.1 billion, which accounted for 36.6 percent of the global market.

SK hynix secured 32.9 percent market share during the same quarter, with its sales increasing 25.2 percent quarter-on-quarter to $17.2 billion, Omdia added. This performance reflects a recovery in the DRAM sector, with Samsung's headquarters in southern Seoul serving as the backdrop for the announcement.

DRAM chips are essential components in computers, smartphones, and other electronics, where rising global demand has driven market growth. The dominance of these two South Korean firms highlights the competitive landscape of the semiconductor industry, based solely on Omdia's tracked data.

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Photorealistic illustration depicting Samsung Electronics' headquarters with a billboard announcing record 20 trillion won Q4 profit driven by AI chip demand.
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Samsung Electronics forecasts record 20 trillion won Q4 profit

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Samsung Electronics estimated its fourth-quarter operating profit at 20 trillion won, a 208 percent surge from a year earlier, driven by soaring memory chip prices amid high AI demand. Sales are projected at 93 trillion won, marking a quarterly record. The figures exceed analyst expectations and highlight a chip market supercycle.

Korean chipmakers Samsung Electronics and SK hynix are ramping up memory production to meet surging demand from artificial intelligence (AI) servers. Industry analysts said on Sunday that production capacity is increasingly seen as a key determinant of competitiveness in the global semiconductor industry.

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Major memory manufacturers like Samsung, SK Hynix, and Micron are reporting record profits due to surging demand for RAM fueled by the AI industry. Prices for consumer RAM have more than quadrupled in recent months, with analysts predicting further increases in 2026. This boom stems from competition for limited supplies and shifts in production toward AI-specific memory types.

South Korea's exports grew 6.8 percent year-on-year to $43 billion in the first 20 days of December, driven by strong global demand for semiconductors. This marks an all-time high for the period, surpassing last year's record. While car and petroleum shipments declined, the trade surplus expanded to $3.8 billion.

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An analyst firm warns of an 'unprecedented and record-breaking surge' in RAM prices, following recent doublings reported in January. A major PC maker has echoed the concerns with its own alerts, heightening worries in the computing sector.

South Korea's exports rose 8.4 percent year-on-year to $61.04 billion in November, fueled by strong semiconductor demand, extending growth for the sixth consecutive month. The figure marks the highest November total ever, with imports up slightly to yield a $9.73 billion trade surplus.

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South Korea's exports rose 29% year-on-year in February to $67.45 billion, marking the highest level ever for the month. The surge was driven by growing demand for semiconductors amid the AI boom. The trade surplus reached a record $15.51 billion.

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