Amidst the catastrophe in the memory market, there are companies that are profiting significantly. Notably, Samsung, for which analysts have revised forecasts upwards. It is now estimated that the company will earn around $73 billion in operating profit next year. Analysts at Kiwoon Securities previously forecast the company’s operating profit at $62-69 billion for the end of 2026, but as we can see, the forecast has significantly changed. This is logical, as Samsung is one of the three largest memory manufacturers in the market, so it will earn more due to rising prices and demand for memory.
For Hynix, the forecast was also revised. Previously, it was expected to earn around $51 billion, and now it’s approximately $64 billion. It’s worth noting that according to several analytical companies, the problem in the memory market has not yet reached its peak. So perhaps the profits of Samsung, Hynix, and Micron will be even higher than currently forecasted.
The increase in profits is attributed to a surge in demand for advanced memory technologies, as industries like artificial intelligence and data centers expand. Samsung and Hynix’s advanced infrastructure and ability to scale production quickly give them an edge in capitalizing on these market demands.
