Mobile

Mobile

Computing is everywhere: smartphones, tablets, wearables and apps. Mobile trends that are revolutionizing our digital, on-the-go lives.

samsung dram samsung galaxy memory phones supply

Samsung phone division could post its first ever loss as AI drives memory costs higher

Even strong Galaxy sales may not offset surging RAM and storage costs that now rival displays and processors
Bottom line: Samsung's mobile division faces an unprecedented financial threat not from competition or weak sales, but from the AI industry's insatiable appetite for memory components. TM Roh, head of Samsung MX, has alerted company leadership that the division could post its first net loss in the division's history. The culprit is LPDDR5X memory and NAND storage, components now commanding premium prices.
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