Many individuals have faced memory shortages, but Samsung and other companies are now seeing unprecedented revenue figures.
Samsung’s DRAM Business Alone Has Achieved $37 Billion In Q1, And The Growth Will Continue
DRAM has become a vital commodity in the AI sector, with high demand driving shortages across the supply chain. Suppliers like Samsung, SK hynix, and Micron are struggling to meet customer needs, leading to a wider shortage. According to a report by Counterpoint Research, Samsung’s Q1 financial results have surpassed expectations. Notably, the Korean company’s operating revenue has outperformed giants like Amazon, Microsoft, TSMC, and Meta, indicating the impact of the memory supercycle on its business.
Samsung Electronics led in memory revenue in Q1 2026 with $50.4 billion. The DRAM sector contributed $37 billion, while the NAND sector added $13.4 billion, both achieving record revenues. This marks a 167% increase from the previous cycle peak of $18.9 billion in Q3 2018.
– Counterpoint Research
Samsung’s revenue heavily relies on its DRAM business, which has witnessed significant customer adoption. General-purpose DRAM products like LPDDR and DDR are highly sought after by hyperscalers and neoclouds due to their importance in infrastructure deployments. Additionally, Samsung’s advancements in the HBM segment, especially with HBM3E and HBM4, have paved the way for adoption in modern architectures such as AMD’s Instinct MI355X and NVIDIA’s Vera Rubin.
Counterpoint Research predicts a significant boost in Samsung’s DRAM revenue due to rising prices and increasing demand. With one of the largest production lines globally, Samsung is well-positioned to meet both enterprise and consumer demands. While concerns exist regarding the sustainability of this demand, Samsung is mitigating them by securing 5-year LTAs with hyperscalers.
The immense demand for DRAM is leading to substantial revenue growth in the supercycle. The future of the memory industry hinges on capacity availability.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel.
Zuhair’s expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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