Slide 1: Disclaimer
DISCLAIMER This presentation has been prepared by Samsung Electronics Co., Ltd. (the "Company"). It does not purport to contain all the information that a prospective investor may require in connection with any potential investment in the Company. You should not treat the contents of this presentati
Slide 2: Samsung Memory Investor Presentation 2026
SAMSUNG MEMORY Investor Presentation 2026
Slide 3: Contents
BUSINESS UPDATE CONTENTS MEMORY MARKET OPPORTUNITIES SAMSUNG STRATEGY
Slide 4: Samsung Memory Business Review
SAMSUNG MEMORY BUSINESS REVIEW Memory Market Leadership, Well Balanced DRAM/NAND Portfolio 2025 Market Share DRAM 34% NAND 33% 34% Market Share $74B Revenue Source: IDC , Mar. ‘26 2019 2020 2021 2022 2023 2024 2025
Slide 5: Memory Biz. Paradigm Shift Led by Samsung
MEMORY BIZ. PARADIGM SHIFT LED BY SAMSUNG Samsung is Powering the Technologies that bring Innovation to Lifestyle Big Fluctuations 1st Jump 2nd Jump 3rd Quantum Jump Edge AI Physical AI Agentic AI Data Center China S/P Galaxy S Android Market iPhone Memory App Store Revenue iPod 1990 2000 2010 2020
Slide 6: Beyond The Boundary Human AI
me osanessnenee’ SAMSUNG Memory
Slide 7: Contents
BUSINESS UPDATE CONTENTS MEMORY MARKET OPPORTUNITIES SAMSUNG STRATEGY
Slide 8: Spread-out of Public Cloud, The Flood of Data
SPREAD-OUT OF PUBLIC CLOUD Explosive Growth of Data THE FLOOD OF DATA st 1 WAVE nd 2 WAVE rd 3 WAVE th 4 WAVE Cloud Service Providers .Com & Forbes Top100 Telcos Agentic AI Physical AI Edge AI 2016 2020 2026
Slide 9: Smart City & Autonomous Car Fueled by 5G Network
SMART CITY & AUTONOMOUS CAR FUELED BY 5G NETWORK Huge Amounts of Data Generated by Hyper-connected Devices Small Cells Drone IoT Sensors *Hot Spot (Zone) Smartphone CCTV SMART CITY V2X *Vehicle to Everything HYPER CONNECTION FWA AR/VR *Fixed Wirelesss Access Tablet PC Digital Signage
Slide 10: Continuous Growth of Memory Demand
CONTINUOUS GROWTH OF MEMORY DEMAND Memory Growth led by Server & Mobile devices based on AI Computing Evolution Server Mobile PC Auto Physical AI Others Agentic AI Edge AI Generative AI LLM Model Public Cloud Service AI Smartphone Wearable AR & VR Dual Camera AI PC Autonomous Network Equipment Vehic
Slide 11: Contents
BUSINESS UPDATE CONTENTS MEMORY MARKET OPPORTUNITIES SAMSUNG STRATEGY
Slide 12: Samsung Strategy
SAMSUNG STRATEGY Break-through Enhanced Advanced Technology Solutions Manufacturing TECH LEADERSHIP S/W & CONTROLLERS EFFICIENCY & FLEXIBILITY
Slide 13: Continuous Technology Scaling
Break-through Technology CONTINUOUS TECHNOLOGY SCALING Thru Technology Evolution FUTURE DRAM TECHNOLOGY DRAM Cost/Gb DPT QPT EUV *DPT : Double Patterning Technology *QPT : Quadruple Patterning Technology *EUV : Extreme Ultra Violet BEYOND < 10nm ADVANDCED DESIGN TECH 35nm 28nm 25nm 20nm 1xnm 1ynm 1z
Slide 14: Industry-Leading High Density Technology
Break-through Technology INDUSTRY-LEADING HIGH DENSITY TECHNOLOGY The world’s best bit density growth NAND Vertical, Lateral Scaling, Multi-hole and BV-NAND 512Gb 1Tb 2Tb [Gb/mm²] Bit density [Multi Stacking] [Highest Single Stack] [Wafer Bonding] Future Tech. - Density up - Multi-stack - Multi-bond
Slide 15: Unique Capabilities for Differentiated Solutions
Enhanced Solutions UNIQUE CAPABILITIES FOR DIFFERENTIATED SOLUTIONS Integrating Key Components to Deliver Value-added Solutions ADVANCED PROCESS ADVANCED PACKAGING VERTICAL TECHNOLOGY TECHNOLOGY INTEGRATION Wafer / Chip Stacking / TSV Software & Logic (Controller) Smaller Thinner Customized Higher D
Slide 16: Samsung Solutions for Artificial Intelligence
Enhanced Solutions SAMSUNG SOLUTIONS FOR ARTIFICIAL INTELLIGENCE Superlative Performance and High Reliability Using Less Energy ENHANCED PERFORMANCE FOR DATA-INTENSIVE TASKS * RDIMM, HBM4 NVMe SSD High Density High Capacity High Speed High Reliability Energy Efficiency Unparalleled Performance * HBM
Slide 17: Samsung Solutions for Edge Device
Enhanced Solutions SAMSUNG SOLUTIONS FOR EDGE DEVICE Enhanced Processing for Massive Data with Lower Latency & Low Power Consumption HIGH PERFORMANCE PROCESSING WITH POWER EFFICIENCY LPDDR5/5X/6 UFS4.1/5.0 High Speed High Performance Low Power High Capacity Thinner Package Smaller Package
Slide 18: Samsung Solutions for Automotive Industry
Enhanced Solutions SAMSUNG SOLUTIONS FOR AUTOMOTIVE INDUSTRY Advanced Total Memory Solution for Autonomous Driving Technology Dedicated Support for automotive Full Memory Line-ups Quality & Longevity Full In-house Solution ELECTRIFIED CONNECTED AUTONOMOUS Automotive DRAM Automotive Storage High Band
Slide 19: Application-Oriented Line Management
Advanced Manufacturing APPLICATION-ORIENTED LINE MANAGEMENT 2-Track Strategy for Efficient Production & Capacity Allocation AUTOMOTIVE ARTIFICIAL INTELLIGENCE INDUSTRIAL HIGH PERFORMANCE COMPUTING NETWORK PERFORMANCE FLEXIBILITY LONGEVITY Leading Process Technology DRAM/NAND Conversion Proven Proces
Slide 20: Evolution to Smarter Factory
Advanced Manufacturing EVOLUTION TO SMARTER FACTORY Customer Value Improvement through High Productivity and Enhanced SCM SCM Demand Automated PRODUCTIVITY Fulfillment Operation Inventory Seamless Management Quality Control Big Data Based Lead Time OPERATION Intelligent Reduction Planning Efficient
Slide 21: Quality by Design
Advanced Manufacturing QUALITY BY DESIGN Meet the Industry Standard and Expectation of AI & Automotive Customers PREDICTIVE PREVENTIVE ENHANCED QUALITY REQUIREMENT 2018~Now IATF16949 2001 2002 Automotive Supplemental TL9000 QS9000 Requirement 1993 ISO9001 ICT/Auto Quality Requirement Quality Managem
Slide 22: Placing Memory at the Forefront of Future Innovation
Placing Memory at the Forefront of Future Innovation and Creative IT Life Technology Customers Employees Society Leading Technological Supporting Customers’ Fostering Employees’ Enriching a New Way of Breakthroughs Future Innovation Creativity Digital Life http://www.samsung.com/semiconductor