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Samsung Electronics

005930.KSsupplier

Samsung Electronics is the world's largest memory chip maker and a top-three semiconductor company by revenue. It competes across memory, foundry, and consumer electronics, making it uniquely vertically integrated. Its HBM production ramp is critical to meeting AI accelerator demand.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($218.2B)

Static data (loading live financials…)

Device Solutions (Semiconductor) (38%)
Mobile Experience (28%)
Display (14%)
Visual Display & Appliances (12%)
Harman (Automotive) (8%)

Segment Breakdown & Key Customers

Product Details

HBM3e DRAM12%

High-bandwidth memory for AI accelerators

DDR5 / LPDDR5X DRAM20%

Server and mobile memory products

NAND Flash / SSDs16%

V-NAND enterprise and consumer storage

Foundry Services8%

Contract chip manufacturing at 3nm GAA and above

Consumer Electronics44%

Smartphones, displays, TVs, and home appliances

Supply Chain Relationships

Key Customers

NVIDIA Corporation

HBM3e supply for GPUs

Impact: $4B+

Competitors

SK Hynix

HBM, DRAM, NAND memory

Impact: Primary memory competitor

Micron Technology

HBM, DRAM, NAND memory

Impact: Primary memory competitor

Taiwan Semiconductor Manufacturing Company

Foundry services

Impact: Distant #2 in foundry

Key Suppliers

ASML Holding

EUV lithography systems

Impact: Critical for advanced nodes

Applied Materials

Semiconductor equipment

Impact: High

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Samsung Electronics.

Company Info

Headquarters

Suwon, South Korea

Founded

1969

Employees

267,000+

Cascade Position

Role in Cascade

late mover

Typical Delay

2-4 trading days

Samsung's foundry and memory capex plans are validated by overall industry equipment spending trends.

View Full Cascade

Sector Overview — 반도체

Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Key Themes

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Upcoming Catalysts

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표