Samsung Electronics posted record revenue for the first quarter ending March 31, 2026, marking a 43 percent increase over the previous quarter. It reported a consolidated revenue of KRW 133.9 trillion (roughly Rs. 8,00,000 crore) for the Q1 and posted a record operating profit. However, earnings from the foundry business declined in the first quarter. During its Q1 earnings call, Samsung reportedly predicted that the ongoing memory shortage is unlikely to ease before 2027. The company expects the situation could become even more severe in the coming days. Samsung Electronics Posts Record Q1 Profit Samsung Electronics reported record quarterly profit for the January March period this year, with consolidated revenue reaching an all-time high of KRW 133.9 trillion and operating profit hitting an all-time high of KRW 57.2 trillion (roughly Rs. 3,00,000 crore). The growth was driven mainly by the brand's Device Solutions (DS) Division, especially the Memory Business, which benefited fro...
Apple is said to be heading into one of its most challenging supply chain phases. According to a report, global memory shortage threatens to increase the cost of future iPhones significantly. The primary culprit is likely to be the memory component, which, historically, accounted for a relatively small portion of smartphone manufacturing costs. However, it may reportedly account for nearly 45 percent of an iPhone's total value by 2027, as demand for AI data centres continues to rise. Memory Crisis Could Reshape iPhone Pricing According to a report, the ongoing memory crunch is fueled by soaring demand from AI infrastructure companies. It has reportedly pushed prices sharply higher. Traditionally, memory has accounted for roughly 10–15 percent of a smartphone's bill of materials (BoM), but analysts have warned that this figure could rise dramatically in the coming years. Some companies may struggle to absorb the rising costs, which could potentially lead to consolidation in the ...