Samsung Electronics
Memory giant and foundry challenger, fighting back for HBM share.
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Photo: Joop · CC BY 2.0 · Wikimedia Commons
Samsung is the world's largest memory maker and the only company that both manufactures HBM and operates a leading-edge logic foundry. It trailed SK hynix in HBM3E qualification at NVIDIA — a rare stumble — while winning foundry deals like Tesla's reported $16.5B AI6 agreement for its Taylor, Texas fab, and supplying HBM to AMD and others.
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Record reviewed as of 2026-01-15 — see Methodology.