Samsung Sets Records on AI Memory

Samsung just smashed its all-time records, raking in KRW 133.9 trillion in revenue and KRW 57.2 trillion in operating profit last quarter, almost all thanks to a red-hot AI-memory market. With 94% of profits coming from chips — specifically high-bandwidth memory (HBM) supplied to powerhouses like NVIDIA — the big question is whether this windfall is a one-off or signals lasting dominance as Samsung rolls out next-gen HBM4 and prepares to triple its HBM revenue with multi-year deals.

But here’s the catch: the rest of the business is losing steam. Mobile and Display eked out just single-digit margins, facing both revenue drops and rising costs as Samsung slashes smartphone prices in India to defend market share. Meanwhile, behind the scenes, big-name clients like Qualcomm and Apple are circling Samsung’s advanced chip foundry, but tough questions remain about yield, speed, and whether these talks turn into real, lucrative orders — all while labor unrest and a fresh patent lawsuit over foldables threaten to disrupt momentum.

Based on reporting from Bloomberg, Tom’s Hardware, and Samsung’s own earnings updates, this episode unpacks how Samsung’s chip cash bonanza is fueling a high-stakes gamble on future tech — and what signs to watch as this story unfolds.

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