Samsung estimates record-breaking $13 billion income and says reminiscence apocalypse tainted costs are 'inevitable'
You understand what they are saying: New 12 months, extra doom and gloom concerning the reminiscence provide disaster. Because it’s January, we’re additionally going to begin listening to about how massive tech fared financially through the last quarter of 2025—and clearly, many of those huge companies are doing much better than anybody who simply desires a fairly priced improve for his or her gaming PC.
Working example, Samsung Electronics is already estimating that its last quarter working income for 2025 is about “20 trillion Korean received.” That is effectively over 13 billion USD or 10 billion GBP—and virtually threefold what Samsung made throughout 2024’s fourth quarter.
Whichever manner you slice it, the reminiscence apocalypse does not precisely appear to be hurting the corporate—not less than, not but. That stated, each SK Hynix and Samsung itself have reportedly advised cloud service companions to count on their server reminiscence costs to extend by as a lot as 70% greater than This autumn 2025, in line with The Korea Financial Day by day.
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As this information most straight impacts cloud suppliers corresponding to Microsoft, and Amazon Net Providers, I am not precisely shedding a tear. Nonetheless, there’s probably extra unhealthy information on the best way for anybody even vaguely entertaining the thought of shopping for new tech this 12 months. For example, TrendForce predicts DRAM costs will improve as much as 60% by the top of Q1 2026. It is not sudden, however I’m nonetheless wincing—and it could solely worsen earlier than it will get higher.
Throughout CES 2026, Samsung co-CEO T M Roh advised Reuters the reminiscence provide disaster impacts client electronics past RAM or system storage. He would not rule out rising costs for merchandise corresponding to house home equipment, smartphones, or televisions, saying experiencing some affect from surging reminiscence costs is “inevitable.” Nonetheless, Roh additionally claimed the corporate is working with its companions in direction of methods that goal to curtail a few of this.
President and head of worldwide advertising Wonjin Lee additionally advised Bloomberg, “There’s going to be points round semiconductor provides, and it’s going to have an effect on everybody. Costs are going up whilst we converse. Clearly, we don’t wish to convey that burden to the customers, however we’re going to be at a degree the place we now have to truly take into account repricing our merchandise.”
Panic-buying continues to be undoubtedly not the best way to go. Nonetheless, in terms of upgrades that may give my gaming rig just a bit extra room to breathe, even I preserve pondering again to Kingston’s Cameron Crandall’s phrases from December: “Do it now and [don’t] wait, as a result of costs are going to proceed to go up.” Joyful new 12 months, certainly…
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