Samsung Expects Q4 Operating Profits to Triple Amid Memory Chip Demand Surge
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Jan 11 2026- Surging Demand: The memory industry is facing an unprecedented supply crunch as AI infrastructure development consumes most available NAND flash and DRAM chips, leading to significant component shortages for PC and smartphone manufacturers.
- Price Increases: Rising memory prices have resulted in substantial revenue gains for manufacturers, with Micron achieving record quarterly sales and operating profits last month, while Samsung expects its Q4 operating profits to triple year-over-year, reflecting strong market demand.
- Cautious Production Expansion: Despite robust market demand, memory companies are being cautious about ramping up production capacity, with Seagate planning to keep capital spending at a normal 4% of revenue, while Sandisk anticipates an 18% increase in capital spending to address a 44% revenue growth.
- Long-term Investment Challenges: Sandisk's CEO highlighted that the lack of long-term supply agreements makes it difficult for companies in the NAND flash industry to plan significant investments, emphasizing the need for longer commitment periods to ensure economic viability and avoid episodic losses.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
