Reading up on Samsung
5 deep · digging since dec 04, 25
- The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ
The S&P 500 surged 16% in April-May fueled by memory-chip stocks, reminiscent of the dot-com boom, and history suggests further gains ahead.
- AI Has Made Memory Chips One of the World’s Most Profitable Products - WSJ
Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.
- Smartphone market forecast to decline this year due to memory shortage
Worldwide smartphone shipments are forecast to decline 12.9% in 2026 due to a memory shortage, driving average selling prices up 14% and threatening low-end manufacturers.
- The RAM Shortage Comes for Us All
AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.
- Average DRAM price in USD over last 18 months
Average DDR4 and DDR5 RAM prices have spiked sharply over the past 18 months, with many configurations at or near all-time highs.