In a bid to bolster profitability, Samsung Electronics has made strategic adjustments to its memory business. Amidst the ongoing surge in DRAM prices, Samsung has decided to prioritize the expansion of general - purpose DRAM production capacity while postponing investments in High - Bandwidth Memory (HBM).

At present, the prices of DRAM products, exemplified by DDR5, are on a continuous upward trajectory. Samsung is convinced that increasing the production of general - purpose DRAM will significantly enhance its profitability. The company has formulated plans to scale up the mass - production volume of the fifth - generation DRAM and optimize resource utilization through production capacity adjustments.

In contrast, the HBM business is currently facing challenges. Weak orders have led to losses in this segment. Moreover, the low yield rate of HBM4 and the unresolved supply agreements have impeded its implementation progress. A senior executive at Samsung has stated that maximizing profitability will be the top priority for the coming year. Considering that Samsung lags behind SK Hynix in terms of HBM technology, it is highly unlikely that its HBM business will quickly outperform its competitor.

Additionally, there have been leadership changes within Samsung's memory division. Han Jin - man is anticipated to take the helm. Given his exceptional negotiation skills, he is expected to play a crucial role in helping the company maximize profits in the DRAM market.