Micron Technology(US:MU) 智通财经网·2026-01-06 23:27Core Viewpoint - Samsung Electronics, the world's largest memory chip manufacturer, is expected to report a significant increase in operating profit for Q4 2025, driven by a severe chip shortage and rising memory chip prices, with an estimated profit of 16.9 trillion KRW (approximately 11.7 billion USD), a 160% year-on-year increase [1] Group 1: Market Dynamics - The price of DDR5 DRAM chips has surged by 314% year-on-year in Q4, with traditional DRAM contract prices expected to rise by 55% to 60% compared to Q4 of the previous year [2] - The demand for high-performance memory chips from AI servers has led to a structural shortage in supply across traditional consumer electronics and industrial control sectors [1][2] - Analysts predict that the global storage chip market will remain in short supply through 2026, with DRAM demand expected to grow by 20% to 25% while supply increases by only 15% to 20% [2] Group 2: Company Performance - Samsung Electronics is anticipated to benefit significantly from the current price surge in traditional DRAM chips, as it holds a concentrated market position [2] - Nomura Securities forecasts that the storage supercycle, which began in the second half of this year, will last until at least 2027, with meaningful new supply not expected until early 2028 [3] - The three major memory chip companies (Samsung Electronics, SK Hynix, Micron Technology) are projected to achieve record-high profits [3] Group 3: Related Companies - Semiconductor Manufacturing International Corporation (SMIC) reported Q3 sales of 2.382 billion USD, a 9.7% year-on-year increase, with a gross margin of 22% [4] - Hua Hong Semiconductor's Q3 revenue reached 635.2 million USD, a 20.7% year-on-year increase, driven by demand for flash, logic, and analog products [4] - Shanghai Fudan, a domestic chip design company, offers a wide range of products including security and identification chips, non-volatile memory, and FPGA chips [5]