Samsung's Profit Soars 208% on AI-Driven Memory Boom; Chip Prices Skyrocket

• Samsung's operating profit surged 208% to 20 trillion won ($13.8 billion) in Q4, exceeding analyst estimates, driven by AI server demand.
• Global demand for AI servers sharply lifted memory chip prices, with DRAM prices up over 30% and NAND up about 20% sequentially in Q4.
• Memory makers are shifting production to high-end AI chips, causing a severe shortage in standard memory for laptops and servers.
• Prices are expected to remain strong through 2026 and potentially into H1 2027 due to robust demand and tight supply.
• Samsung delivered HBM4 samples to Nvidia, aiming to close the gap with rivals and triple HBM shipments by 2026.

Why It Matters: Samsung achieved record profit as AI demand fueled a massive surge in memory chip prices and market value.