Apple and Tesla orders fuel Samsung’s recovery
Apple’s mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News 1 referenced KB Securities, stating that mobile DRAM prices exceeded expectations in the fourth quarter of 2025, rising more than 20% quarter-over-quarter. To optimize AI functions, Apple plans to expand the 12GB capacity previously limited to iPhone Pro and Pro Max high-end models to standard models starting with the second half of 2026’s iPhone 18 series.