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Message: [QUOTE="Queen, post: 85660, member: 27"] Samsung printed absurd money off memory chips, flexed HBM4 plans, and still feels squeezed on phones, setting up possible Galaxy price hikes. Blowout quarter driven by memory [LIST] [*]Samsung Electronics posted monster fourth-quarter numbers. [*]Sales hit 93.8 trillion won. [*]Operating profit spiked to 20.1 trillion won. [*]Memory demand did the heavy lifting. [/LIST] Semiconductors are doing the work [LIST] [*]Chip revenue reached 44 trillion won. [*]Semiconductor profit jumped over fivefold. [*]Memory alone pulled 37.1 trillion won. [*]AI workloads keep feeding demand. [/LIST] HBM4 momentum builds [LIST] [*]Samsung plans mass HBM4 shipments next quarter. [*]Target throughput hits 11.7Gbps. [*]The speed clears current GPU requirements. [*]Supply discussions center on NVIDIA. [/LIST] Competitive positioning [LIST] [*]TrendForce flags Samsung’s tech edge. [*]Compute-near-memory processes boost performance. [*]Advanced fabrication sharpens yields. [*]Share gains look realistic. [/LIST] Mobile division under pressure [LIST] [*]Smartphone sales rose modestly. [*]Mobile profit slid year over year. [*]Costs keep climbing. [*]Demand softens seasonally. [/LIST] Galaxy pricing tension [LIST] [*]Samsung weighs price increases for Galaxy S26. [*]Proposed hikes range from 44,000 to 88,000 won. [*]Select markets feel it first. [*]The move breaks a recent no-hike streak. [/LIST] Near-term outlook [LIST] [*]Memory pricing and supply stay volatile. [*]AI storage pushes TLC SSD expansion. [*]Camera roadmap leans into 200MP sensors. [*]Second-generation 2nm process ramps. [/LIST] [/QUOTE]

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