- Analysts expect Samsung to earn a total operating profit of 327 trillion won this year and 488 trillion won in the next.
- This staggering milestone will push the company to become the most profitable in the world, surpassing Nvidia.
- It is projected to surpass Nvidia’s expected operating profit by a narrow margin next year, which is 485 trillion won.
The memory shortage—driven by increasingly high demand thanks to AI tech giants like OpenAI—has certainly been a disaster for the common folks. Prices of all the memory products, including RAM and SSD storage, are being severely inflated.
However, the DRAM and NAND manufacturers sit on the opposite end of the spectrum, enjoying an unprecedented boom like never before. Samsung appears to be the best example of this, as analysts now believe it will become more profitable than Nvidia by next year.
Why it matters: Samsung could become the world’s most profitable firm, given its recent 3-year contract with Apple and its ongoing memory initiatives that are fueling this unprecedented growth spurt.
As pointed out by @Jukan05 on Twitter, famed analysts at KB Securities believe that Samsung will take the reins from Nvidia to become the globe’s most profitable firm despite having a market capitalization of only 19% of Nvidia’s.
The company is expected to earn a total operating profit of 327 trillion won (~$221 billion) this year. However, it will see a massive increase and earn over 488 trillion won (~$330 billion) in the next one.
To put the effects of the memory semiconductor supercycle into perspective, Samsung expects to make 57.2 trillion won (~$38.5 billion) in operating profit in Q1 2026 alone, which is an unbelievable 700 percent YoY growth.
Regardless, Samsung’s 2027 operating profit will put it over Nvidia, even if not by a big margin. The GPU maker is expected to make 485 trillion won (~$327 billion).
The projections are high because analysts believe the memory cycle is only at a midpoint and prices are expected to grow further in the future.
Additionally, Samsung’s reported three-year deal with Apple to supply foldable displays for its upcoming iPhone is also another lucrative venture, boosting its operating profit projections to new heights.
Do you think rising memory chip demand will propel Samsung to become the world’s most profitable company? Let us know your thoughts in the comments below, or join the discussion on the Tech4Gamers forum.
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Shameer Sarfaraz has previously worked for eXputer as a Senior News Writer for several years. Now with Tech4Gamers, he loves to devoutly keep up with the latest gaming and entertainment industries. He has a Bachelor’s Degree in Computer Science and years of experience reporting on games. Besides his passion for breaking news stories, Shahmeer loves spending his leisure time farming away in Stardew Valley. VGC, IGN, GameSpot, Game Rant, TheGamer, GamingBolt, The Verge, NME, Metro, Dot Esports, GameByte, Kotaku Australia, PC Gamer, and more have cited his articles.
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