Samsung Electronics
World's largest DRAM/NAND maker, fighting to close the HBM gap
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AI Intelligence Graph
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Full file coming soon. Samsung Electronics's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview1 unit in the group
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L4 Tools · Memory / HBM · 005930.KS · South Korea
Samsung Electronics
World's largest DRAM/NAND maker, fighting to close the HBM gap
- Links
- 7
- Deals from filings
- 0
- Exposed if it fails
- 4
- 27 within 2 steps
- It depends on
- 2
- 5 within 2 steps
- Share of global DRAM revenue (TrendForce)
- 39.4%
- Q2 2026
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
The group
1 unit · where each sits in the stack| Unit | Layer | Type | Links | Deals |
|---|---|---|---|---|
| L3 Fabs | Foundry | 16 | · |
What it is
Samsung is the world's largest overall memory maker (DRAM + NAND) but fell behind SK Hynix in HBM, spending much of 2024-2025 working through Nvidia's HBM3E qualification while supplying HBM to AMD and others. It uses a TC-NCF stacking approach and its scale in commodity DRAM/NAND gives it leverage, but AI-memory leadership has been the strategic prize it is chasing via HBM4 and a captive foundry that can build its own logic base die. Samsung uniquely spans memory, logic foundry (samsung-foundry), and packaging under one roof.
Key facts
from its map entry- Position
- #1 overall memory; #2/#3 in HBM
- Stacking
- TC-NCF
- HBM customers
- AMD and others; Nvidia qual in progress
- Vertical integration
- Memory + foundry + packaging
Pick a link to move the graph there: · · · · · ·
Connections7 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
2Who depends on it
4Partners
1Compare two: what Samsung Electronics shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources3 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce ↗1 quoted passage · trendforce.com | Market share | 7 Sep 2026 | 28 Oct 2026 | when a new document is filed | read from the document |
| AI Systems Map links7 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.