Samsung Mobile Division Faces First-Ever Net Loss as AI-Driven Memory Costs Squeeze Smartphone Margins

Samsung's mobile experience division head TM Roh has warned company leadership that the smartphone business could report a net loss in 2026, which would be a first in Samsung's history, according to Korean outlet Money Today. The warning comes despite strong sales of the Galaxy S26 , as rising DRAM and NAND prices driven by demand for AI infrastructure are cutting into smartphone margins to an unprecedented extent. Why Rising Memory Costs Are Squeezing Smartphone Margins The LPDDR5x memory used