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Business
Samsung poised to gain from global memory shortage as smartphone market tightens
✍️ LatestLY
🗓 10 Sep 2026, 08:18 PM
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Analysts say Samsung’s memory business could see increased demand as a worldwide chip shortage squeezes smartphone sales.
A recent report highlights that Samsung Electronics is likely to benefit from the ongoing global shortage of memory chips, even as the broader smartphone market grapples with reduced demand. The analysis points to a tightening supply of DRAM and NAND components, which are essential for modern handsets, creating a “memory crunch” that is constraining manufacturers.
Industry observers note that Samsung’s dominant position in memory production puts it in a favorable spot to capture higher volumes and potentially command better pricing. While many smartphone makers are forced to limit production or seek alternative suppliers, Samsung’s extensive fabrication capacity allows it to meet the lingering demand.
The situation underscores a divergent trend: a challenging environment for smartphone vendors contrasted with a growth opportunity for memory chip producers. Analysts expect Samsung’s earnings from its memory segment to receive a boost in the coming quarters, offsetting pressures elsewhere in the mobile ecosystem.
Overall, the report suggests that the memory shortage could reshape competitive dynamics in the mobile industry, with Samsung emerging as a key beneficiary amid the squeeze on smartphone sales.
Industry observers note that Samsung’s dominant position in memory production puts it in a favorable spot to capture higher volumes and potentially command better pricing. While many smartphone makers are forced to limit production or seek alternative suppliers, Samsung’s extensive fabrication capacity allows it to meet the lingering demand.
The situation underscores a divergent trend: a challenging environment for smartphone vendors contrasted with a growth opportunity for memory chip producers. Analysts expect Samsung’s earnings from its memory segment to receive a boost in the coming quarters, offsetting pressures elsewhere in the mobile ecosystem.
Overall, the report suggests that the memory shortage could reshape competitive dynamics in the mobile industry, with Samsung emerging as a key beneficiary amid the squeeze on smartphone sales.