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Samsung's $80B profit shows memory chips capturing AI hardware margins

Original: Samsung's massive $80B operating profit proves memory makers, not model builders, are capturing the lion's share of hard

Samsung is reporting roughly $80 billion in operating profit, driven largely by demand for advanced memory. Analysts point to soaring hyperscaler purchases of HBM and enterprise SSDs, which are locking up packaging capacity in Korea and Taiwan. The takeaway gaining traction: memory makers, not AI model developers, are capturing the bulk of hardware margin as fab constraints dictate supply.

Why now: The AI boom is shifting profits to memory suppliers, and Samsung's results are the clearest proof yet.

SamsungHBMSK HynixTaiwanSouth Korea

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Evidence

• Samsung's massive $80B operating profit proves memory makers, not model builders, are capturing the lion's share of hardware margin. Soaring hyperscaler demand for HBM and enterprise SSDs is locking up packaging capacity across Korea and Taiwan, letting fab constraints dictate… · asiaai

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