Time for Samsung's Most Boring Business to Shine
Memory is again ready to be a major contributor to the company’s bottom line.
Workers at the Samsung semiconductor facility in Austin, Texas.
Source: Samsung
Compared to foldable smartphones and curved ultra-high definition televisions, semiconductors are kind of dull. After all, they don’t even have a power button. Taken from the broad menu of chips now in use, memory is the most mundane of all. They’re the breadsticks of electronics.
At Samsung Electronics Co., though, memory chips have the potential to make a lot of dough. The South Korean giant is the global leader in the two main types — DRAM and NAND — and the world is about to get very hungry for both. This appetite doesn’t come a moment too soon, and management needs to do all it can to leverage the opportunity.