Samsung poised to gain as global smartphone market tightens on memory supply

Samsung Electronics is expected to benefit from a tightening supply of memory components that is constraining the broader smartphone market, a report said. The analysis points to a growing gap between demand for high‑capacity DRAM and NAND chips and the ability of manufacturers to meet that demand, putting pressure on device makers. As smartphone makers look for reliable sources, Samsung’s extensive memory production capacity positions it as a preferred supplier. Industry observers note that the trend could boost Samsung’s revenue from its memory division even as overall smartphone sales face slowdown. The report does not provide specific figures but highlights the strategic advantage Samsung holds in the current environment.