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Last updated: August 29th, 2025 at 08:04 UTC+02:00
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Semiconductor division is losing out on big business.
Reading time: 2 minutes
While Samsung's semiconductor division has historically been the primarily supplier for memory chips used in Galaxy devices, that trend has shifted in recent years.
US-based Micron has emerged as a key supplier, particularly with the Galaxy S25 series, which uses both Micron RAM and UFS 4.0 storage chips. Analysts now expect Samsung's mobile division to pick Micron as the leading supplier for future devices.
This largely has to do with the reported heat management and yield issues with Samsung's own 10nm (1b) LPDDR5X memory chips used in flagship devices. Micron's chips have performed better in this regard and have been a suitable choice for the mobile division.
One report mentioned that during the first three months of the Galaxy S25 launch, Micron was effectively the “sole supplier” of LPDDR5X RAM for the device. Micron's share of the pie is believed to be at 40% though Samsung may now be thinking of raising it to 60%.
Micron CEO Sanjay Mehrotra reportedly met with Samsung's mobile division boss TM Roh late last month to reaffirm the DRAM partnership between the two companies. It signals the continued importance that Micron enjoys in MX's supply chain, even if it comes at a cost to the conglomerate's own semiconductor division.
If things pan out the way analysts predict they could, we may see a greater share of Micron chips being used for the Galaxy S26 series and potentially the new foldable phones next year.
Adnan Farooqui is a long-term writer at SamMobile. Based in Pakistan, his interests include technology, finance, Swiss watches and Formula 1. His tendency to write long posts betrays his inclination to being a man of few words.