March 18, 2026 – The storage chip industry is currently in the midst of a “golden era,” and Samsung Electronics, as one of the leading players in this field, is reaping the full benefits of the booming market demand.
According to the latest investment report from Jeff Kim, an analyst at KB Securities, with the continuous growth in demand for storage chips from AI chip manufacturers, Samsung Electronics is expected to see an all-round revenue increase in the current period. Jeff Kim predicts that the DRAM and NAND markets will remain in a state of tight supply for the next few years.
Kim believes that Samsung Electronics is projected to sell out its entire storage chip production output scheduled until 2027 (next year). To ensure a stable supply, client companies are increasingly inclined to sign long-term procurement agreements with Samsung. Some companies have even proposed five-year contracts extending until 2030. However, Samsung is striving to strike a balance between long-term agreements and a high-price strategy, preferring to sign shorter-term contracts. This approach allows the company to lock in profits amid the continuous rise in chip prices.
At present, this market landscape is drawing a large number of investors to Samsung Electronics’ stocks, driving its share price to repeatedly hit new all-time highs. The stock still shows a strong upward momentum.
