Samsung Memory
005930.KSKRXVerifiedSamsung Electronics is a leading manufacturer of DRAM and NAND flash memory and a major upstream supplier to OEMs, data center operators, and consumer electronics firms. Its product portfolio includes DDR5, LPDDR5X, and high-bandwidth memory (HBM) for AI accelerators. In Q4 2024, Samsung held the largest share of overall DRAM revenue but faced competitive pressure from SK Hynix in HBM. Through 2025, Samsung ramped HBM3E production and pursued HBM4 development, while its NAND business focused on high-layer-count V-NAND for enterprise SSDs. In 2025, Samsung reported annual revenue of ₩333.61 trillion (US$291.63 billion) and operating profit of ₩43.6 trillion (US$38.11 billion). The memory division remains critical to major cloud providers and server manufacturers, and its pricing and capacity decisions continue to influence global memory supply dynamics.
30-Day Price History
Suppliers
(3)Related Bottlenecks
High Bandwidth Memory
HBM supply concentrated among SK Hynix, Samsung, and Micron. Bottleneck driven by low yields on 12-layer HBM3E and TSMC CoWoS packaging capacity limits. Demand from NVIDIA Blackwell and AMD MI325X continues to outpace expansions into 2025.
DRAM Capacity
Standard DRAM production is concentrated in Samsung, SK Hynix, and Micron. While less acute than HBM constraints, DRAM supply remains cyclical with capacity additions requiring 18-24 month lead times. Server DRAM demand continues growing with AI workloads.