Samsung’s $80B Quarterly Profit Tops Nvidia, AMD’s Lisa Su Shops In Seoul
Key takeaways
- Samsung’s record profit and memory‑supply deals signal a new era where memory dominates the AI chip value chain, challenging traditional chip‑design leaders like Nvidia.
- Samsung Q3 operating profit: 107.4 trillion won ($80.2 billion)
- Nvidia Q2 2027 operating profit: $63.7 billion
- Samsung revenue projection: 195 trillion won ($146 billion) YoY +127%
What happened
Samsung Electronics Co. Ltd. reported a preliminary third‑quarter operating profit of 107.4 trillion won (≈$80.2 billion), surpassing Nvidia’s $63.7 billion and marking the first time a non‑chipmaker topped the AI‑chip profit leaderboard. The company also announced that Samsung will be the primary supplier of HBM4 memory for AMD’s MI455X accelerator and is developing DDR5 memory for AMD’s EPYC servers and Helios systems. Samsung’s revenue is projected to hit a record 195 trillion won (≈$146…
Why it matters
The jump signals a shift in the semiconductor value chain: memory and high‑bandwidth memory are now driving higher margins, rivaling traditional chip design profits. Samsung’s dominance in memory supply positions it as a critical partner for AI‑driven processors, potentially reshaping supply dynamics for AMD and…
Short-term and longer-term
Short-term. Samsung’s Q3 profit beat expectations, but the shares dipped 2.4% amid weaker revenue estimates and a stronger won.
Longer-term. Samsung’s record profit and strategic memory supply agreements with AMD signal a long‑term shift toward memory‑centric value creation in the AI ecosystem.