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Samsung Faces 2026 Smartphone Loss as DRAM Costs Soar

4/25/2026

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Summary

Story summary

Samsung warned of a smartphone net loss in 2026, TM Roh, head of Samsung MX, said.
DRAM price spikes have doubled costs, while NAND hikes and S26 sales cannot avert the profit risk.
Counterpoint Research says RAM will exceed one-third of costs and be in 20 percent of models mid-2026.
Nvidia’s Vera AI CPU, due 2026, will hold 1.5 TB of memory for a server to power 4,600 Galaxy S26 phones.

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Story summary

Samsung warned of a smartphone net loss in 2026, TM Roh, head of Samsung MX, said.
DRAM price spikes have doubled costs, while NAND hikes and S26 sales cannot avert the profit risk.
Counterpoint Research says RAM will exceed one-third of costs and be in 20 percent of models mid-2026.
Nvidia’s Vera AI CPU, due 2026, will hold 1.5 TB of memory for a server to power 4,600 Galaxy S26 phones.