Samsung Electronics

South Korean electronics group whose chip arm makes memory and HBM and runs a contract foundry.

Sent HBM4E samples to customers including Nvidia in May 2026 and is discussing HBM4E and HBM5 supply.

https://semiconductor.samsung.com

What it is

Samsung Electronics makes phones, TVs and appliances. Its Device Solutions division makes DRAM, NAND flash and HBM and runs a contract chip foundry. In February 2026 it began shipping commercial HBM4. The chips are built on its 1c DRAM process with a 4nm logic base die from its own foundry.

Why it matters for AI

Samsung makes the memory stack and the logic die at its base in house. Its foundry now books growing sales of those HBM base dies. It supplies HBM4 for Nvidia’s Vera Rubin. In the third quarter of 2026 the chip division earned ₩106.5T of the group’s ₩107.4T operating profit. Memory now drives almost the whole company.

Founders and CEO: Founded by Lee Byung-chul’s Samsung Group. Co-CEOs Jun Young-hyun (head of chips) and Roh Tae-moon
Founded: 1969
Headquarters: Suwon, South Korea
Role in AI: Memory and foundry
How it earns: Earns from memory sales and foundry contracts with chip designers and cloud firms, and from consumer devices.

Revenue

Jun 2026: ₩127.5T (Device Solutions (chip) revenue (Q2 2026) with ₩89.2T operating profit · company-reported) · Samsung Newsroom
Sep 2026: ₩147.1T (Device Solutions (chip) revenue (Q3 2026) with ₩106.5T operating profit · company-reported) · Samsung Newsroom
Sep 2026: ₩195.3T (group revenue (Q3 2026) with ₩107.4T operating profit · company-reported) · Samsung Newsroom

Deals and milestones

Jul 2025: Foundry contract to make Tesla’s AI6 chips in Taylor, Texas, ₩22.8 trillion ($16.5B) · runs to end-2033 · Economy Middle East
Feb 2026: First commercial HBM4 shipments, 11.7Gbps per pin · up to 3.3TB/s per stack (company figures) · Samsung Newsroom
Apr 2026: Taylor fab ready after Tesla AI5 3nm tape-out, Full-scale operation expected in H2 2026 · SamMobile
Jun 2026: Talks with Nvidia on HBM4E, HBM5 and foundry, Terms not disclosed · Korea JoongAng Daily

Latest news

2026-10-29: Record Q3 operating profit of ₩107.4T as HBM4 sales scale up and 2nm foundry orders grow · Samsung Newsroom
2026-07-30: Q2 operating profit of ₩89.5T. First HBM4E samples ship to major customers · Samsung Newsroom
2026-06-08: Samsung chip head Jun Young-hyun meets Jensen Huang to discuss HBM4E, HBM5 and foundry · Korea JoongAng Daily
2026-04-17: Samsung Foundry finishes tape-out of Tesla’s 3nm AI5 chip as the Taylor fab gets ready · SamMobile
2026-02-12: Samsung ships what it calls the industry’s first commercial HBM4 · Samsung Newsroom
2026-01-27: Samsung to start HBM4 production in February for supply to Nvidia, sources tell Reuters · Business Standard