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.
صورة مولدة بواسطة الذكاء الاصطناعي

Samsung Electronics forecasts record 20 trillion won Q4 profit

من إعداد الذكاء الاصطناعي صورة مولدة بواسطة الذكاء الاصطناعي

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.

من إعداد الذكاء الاصطناعي

الشركات الكبرى لصناعة الذاكرة مثل سامسونج وSK Hynix وMicron تسجل أرباحًا قياسية بسبب الطلب المتزايد على الـ RAM المدفوع بصناعة الذكاء الاصطناعي. ارتفعت أسعار الـ RAM الاستهلاكية أكثر من أربعة أضعاف في الأشهر الأخيرة، مع توقعات المحللين بارتفاعات إضافية في 2026. يعود هذا الانتعاش إلى المنافسة على المعروض المحدود وتحولات في الإنتاج نحو أنواع ذاكرة خاصة بالذكاء الاصطناعي.

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.

من إعداد الذكاء الاصطناعي

تحذر شركة تحليلات من 'ارتفاع غير مسبوق وكاسر للأرقام القياسية' في أسعار الـRAM، عقب الازدواجات المسجلة في يناير. أعادت شركة كبرى لصناعة الحواسيب التأكيد على المخاوف من خلال إنذاراتها الخاصة، مما يعزز القلق في قطاع الحوسبة.

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.

من إعداد الذكاء الاصطناعي

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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