On January 29, 2026, Samsung Electronics unveiled its financial performance for both the fourth quarter and the entire year of 2025. The financial report revealed that, propelled by the fierce competition in the AI sector, there was a severe shortage of memory chips, leading to a substantial spike in their prices. Samsung's operating profit for the fourth quarter experienced a remarkable surge of 208% compared to the same period last year, soaring to an unprecedented 20 trillion Korean won. Notably, the profit generated from its chip business witnessed an extraordinary year-on-year increase of 470%, reaching a staggering 16.4 trillion Korean won. Samsung anticipates that the demand for chips will persistently remain robust in the future. It projects that HBM revenue will more than triple in 2026. Furthermore, the company has outlined plans to commence the production of HBM4 in February.
