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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Illustration depicting Samsung Electronics' record Q1 operating profit of 57.2 trillion won driven by AI chip demand, featuring executives celebrating amid glowing financial displays.
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Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won

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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.

DDR5 RAM on Amazon now costs over twice as much as four months ago, even in flash deals. Samsung reports similar price doublings for its RAM products. Industry watchers warn that further increases lie ahead.

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During its Q1 2026 earnings call, HP executives revealed that RAM now represents 35 percent of the company's PC costs, up from 15 to 18 percent last quarter. The surge is attributed to AI-driven demand straining memory supplies. HP anticipates further price volatility and plans to raise PC prices in response.

A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.

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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.

South Korea's exports surged 50.4 percent year-on-year to $53.3 billion in the first 20 days of March, driven by strong semiconductor demand. Korea Customs Service data showed a trade surplus of $12.1 billion for the period.

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South Korea's exports rose 36.7 percent year-on-year to a record $25.2 billion in the April 1-10 period, fueled by strong semiconductor demand. Korea Customs Service data showed imports up 12.7 percent to $22.1 billion, resulting in a $3.1 billion trade surplus.

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