Report: Samsung execs worried company could lose money on smartphones for the first time
Summary
Ars Technica reports that Samsung may incur its first ever annual loss in smartphones in 2026 due to a memory shortage that raises BOM costs, driven by rising DRAM and NAND prices and stronger AI memory needs. The piece notes memory costs are reshaping smartphone BOMs, prompting price increases on several models and highlighting profitability disparities between Samsung's MX division and its thriving semiconductor business.