Samsung’s profit blueprint resets Micron stock bets
- lastmansurfing
- Jan 14
- 1 min read
Samsung recently released early guidance for the fourth quarter of 2025, implying a more than threefold increase in profit vs. Q4 2024 and that the company will do very well compared to Q3 2025, thanks to tighter memory markets and favorable pricing.
That kind of spike doesn't happen with normal demand for consumer devices. It's the kind you get when memory, which is an important part of the modern AI stack, suddenly costs a lot of money.
Samsung hasn't given out the segment data yet, but it's clear that when the world's biggest memory provider posts statistics like this, it usually indicates they have a lot of pricing power.
And if that's true, Micron doesn't need Samsung to "name names" for the market to connect the dots to U.S. memory providers, especially the ones that are most affected by server DRAM and high-bandwidth memory demand from AI infrastructure spending.
Read the full story | THE STREET
