Semiconductors · Memory · Foundry

Samsung Electronics

A diversified semiconductor company spanning memory, foundry, and finished products. In the AI cycle it supplies HBM to AMD and NVIDIA and builds chips for Tesla, Apple, and Qualcomm through its foundry.

005930.KS Updated Jun 21, 2026 1 AI consumers· 1 recurring

Money in ▸Tesla●Contract value $16BNVIDIA●AMD●Alphabet (Google)◐Market share >60Qualcomm◐Apple◐Marvell◐Broadcom◐
Samsung Electronics₩333.6T
▸ Money outSamsung Electro-Mechanics●Dongjin Semichem●ASML●Applied Materials●KLA●Lam Research●Soulbrain●HPSP●Wonik IPS●Foosung●Tokyo Electron (TEL)●Shin-Etsu Chemical●SUMCO Corporation●GlobalWafers●Advantest●Teradyne●PSK Inc●ASMPT◐Hanmi Semiconductor◐Hanwha Semitech◐BESI◐ENF Technology◐Jusung Engineering◐Synopsys◐SK Siltron◐Arm Holdings◐Cadence Design Systems◐심텍○LG이노텍○

Financials & Segments

  • Total revenue · ₩333.6T (FY2025 consolidated)
  • Operating profit · ₩43.6T
  • Net income · ₩45.2T
  • Segments · DS (Semiconductors) · DX · SDC · Harman

Revenue from

  • Tesla High confidence· Contract value $16B · multi-year
    Foundry (Taylor fab AI chip).
    Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung business report: this revenue arises in the DS (semiconductor)/foundry segment. FY2025 consolidated revenue ₩333.6T, operating profit ₩43.6T. The filing does not disclose individual customer names (segment level)."
    Confirms EN SEC EDGAR Published Jan 29, 2026: "Tesla 10-K: "a new collaboration with Samsung to manufacture advanced semiconductors for AI inference and training in the U.S." Buyer-side (Tesla) primary filing confirming Samsung to Tesla foundry ($16B)."
    Confirms EN TrendForce Published Nov 13, 2025: "Samsung and Tesla signed a $16B contract to make AI chips at the Taylor fab."
  • NVIDIA High confidence
    Began supplying HBM3E from Q3 2025.
    Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung business report: this revenue arises in the DS (semiconductor)/foundry segment. FY2025 consolidated revenue ₩333.6T, operating profit ₩43.6T. The filing does not disclose individual customer names (segment level)."
    Confirms EN SEC EDGAR Published Feb 26, 2026: "NVIDIA 10-K (FY2026): "We purchase memory from ... Samsung" and "We utilize foundries, such as TSMC and Samsung, to produce our semiconductor wafers." Confirms NVIDIA's Samsung memory purchases and foundry use."
    Confirms EN KED Global Published Oct 30, 2025: "After starting HBM shipments to NVIDIA in Q3, Samsung sold out its 2026 volume."
  • AMD High confidence
    Supplies 12-high HBM3E (MI350 accelerator); seen as ahead on HBM4.
    Mentions KO DART (FSS Electronic Disclosure) Published Mar 10, 2026: "Samsung business report: this revenue arises in the DS (semiconductor)/foundry segment. FY2025 consolidated revenue ₩333.6T, operating profit ₩43.6T. The filing does not disclose individual customer names (segment level)."
    Confirms EN SEC EDGAR Published Feb 4, 2026: "AMD 10-K: "we utilize TSMC, UMC and Samsung Electronics" (foundry). Buyer-side (AMD) primary filing confirming Samsung to AMD supply."
    Mentions EN KED Global Published Oct 30, 2025: "Samsung built an HBM partnership with AMD."
  • Alphabet (Google) Medium confidence· Market share >60 · 2024 · Samsung’s share of HBM in Google TPUs
    Supplies HBM/DRAM to Google’s TPUs and datacenters (60%+ of Google TPU HBM in 2024); also in talks to make the next-gen TPU I/O die on Samsung 2nm foundry (≈2028, not finalized).
    Mentions KO Financial Post Published Jan 15, 2026: "Talks for Google 10th-gen TPU on Samsung 2nm."
    Confirms KO Seoul Economic Daily Published Jan 10, 2026: "Supplied 60%+ of HBM in Google TPUs last year."
    Mentions KO THE ELEC Accessed Jun 20, 2026: "Google is considering Samsung’s foundry for some next-gen TPU components."
  • Qualcomm Medium confidence
    Supplies foundry (partial, 2nm talks) to Qualcomm.
    Confirms KO Korea Economic Daily Published Jan 7, 2026: "Samsung in talks for 2nm foundry."
    Mentions EN TrendForce Published Nov 13, 2025: "Qualcomm added to the Austin fab's customers."
    Confirms EN TrendForce Published Mar 26, 2025: "Leading-edge Snapdragon volume moved to TSMC."
    Confirms EN SEC EDGAR Published Nov 6, 2024: "10-K: QCT chipsets and QTL licensing."
  • Apple Medium confidence
    Foundry contract manufacturing.
    Mentions EN TrendForce Published Nov 13, 2025: "In 2025 Samsung secured foundry contracts with major North American firms including Tesla and Apple."
  • Marvell Medium confidence
    Custom HBM collaboration for Marvell's custom AI chips.
    Confirms KO Korea Economic Daily Published Dec 11, 2024: "Marvell works with Samsung and SK hynix on custom HBM."
  • Broadcom Medium confidence
    Supplies HBM for Broadcom's AI accelerators.
    Confirms KO Seoul Economic Daily Published Mar 6, 2026: "Broadcom's AI revenue surge opens a door for Samsung HBM."

Pays to

  • Samsung Electro-Mechanics High confidence
    Buys MLCCs, IC substrates (FC-BGA) and camera modules from affiliate Samsung Electro-Mechanics — its largest customer (~29% of its revenue, diversifying into AI/auto).
    Confirms KO CEO Score Daily Published Mar 11, 2026: "Samsung is ~29% (2021) of Samsung Electro-Mechanics revenue, declining."
    Mentions EN Blackridge Research Accessed Jun 19, 2026: "Component affiliates such as Samsung Electro-Mechanics."
  • Dongjin Semichem High confidence
    Buys photoresist (incl. EUV) and process chemicals from Dongjin Semichem; Samsung is ~59% (Q3 2025) of Dongjin revenue — a key domestic alternative reducing reliance on Japan.
    Confirms KO Korea Economic TV Published Dec 2, 2025: "Samsung is 59% of Dongjin revenue (Q3 2025); KRW 552.8bn (37.9%) last year."
    Mentions EN Blackridge Research Accessed Jun 19, 2026: "Korean materials and packaging suppliers such as Dongjin Semichem."
  • ASML High confidence
    Buys EUV lithography from ASML (its largest customer).
    Confirms EN Seoul Economic Daily Published Apr 17, 2026: "Samsung and SK secured two-thirds of ASML's 2025 EUV shipments (~40 units, $14B)."
  • Applied Materials High confidence
    Buys Applied Materials wafer-fab tools.
    Confirms KO Asia Business Daily Published Apr 28, 2026: "Samsung expands tool purchases with memory and foundry capex."
  • KLA High confidence
    Buys KLA inspection and metrology tools.
    Confirms KO KIPOST Accessed Jun 20, 2026: "KLA supplies Samsung with inspection tools."
  • Lam Research High confidence
    Buys Lam Research etch and deposition tools (memory/logic).
    Confirms EN SEC EDGAR Published Aug 11, 2025: "10-K names Samsung among its largest customers."
  • Soulbrain High confidence
    Buys etchants, cleaners and CMP slurry from Soulbrain (incl. 3nm GAA etchant).
    Confirms KO Bloter Accessed Jun 20, 2026: "Soulbrain etchant used in Samsung 3nm GAA."
  • HPSP High confidence
    Buys high-pressure hydrogen annealing tools from HPSP (sole supplier).
    Confirms KO Korea Economic Daily Published Jul 13, 2025: "Samsung Electronics adopts HPSP high-pressure annealing tools."
  • Wonik IPS High confidence
    Buys PECVD/ALD deposition tools from Wonik IPS (incl. leading-edge foundry).
    Confirms KO Hankyung (Daum) Published Nov 4, 2025: "Samsung adopts Wonik IPS deposition tools at scale."
  • Foosung High confidence
    Buys C4F6 (etch) and WF6 (interconnect) specialty gases from Foosung.
    Confirms KO HuffPost Korea Accessed Jun 20, 2026: "Samsung uses Foosung’s domestic specialty gases."
  • Tokyo Electron (TEL) High confidence
    Buys coater, etch, deposition and clean tools from Tokyo Electron.
    Confirms KO Sisa Journal e Accessed Jun 21, 2026: "Samsung Electronics adopts TEL wafer-fab tools."
  • Shin-Etsu Chemical High confidence
    Buys 300mm silicon wafers from Shin-Etsu Chemical under LTA.
    Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung Electronics depends on Shin-Etsu Chemical for wafer supply."
  • SUMCO Corporation High confidence
    Buys 300mm silicon wafers from SUMCO Corporation under LTA.
    Confirms KO ICN Magazine Published Jan 15, 2026: "Samsung Electronics depends on SUMCO Corporation for wafer supply."
  • GlobalWafers High confidence
    Uses/buys 300mm silicon wafers from GlobalWafers.
    Confirms EN GlobalWafers Published Mar 1, 2025: "IR: silicon-wafer revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "Top-five 300mm oligopoly; GlobalWafers ~15%."
    Confirms KO THE ELEC Published Jun 1, 2024: "Supplies wafers to TSMC, UMC, Samsung."
  • Advantest High confidence
    Buys test equipment (ATE) from Advantest.
    Confirms KO AlphaBiz Published Sep 1, 2025: "Dominant HBM tester tech; SK hynix and others."
    Confirms EN Advantest Published Jun 1, 2025: "Annual report: ATE revenue and customers."
    Confirms EN Mordor Intelligence Published Jan 1, 2025: "No.1 in test equipment at ~58%."
  • Teradyne High confidence
    Buys test equipment (ATE) from Teradyne.
    Confirms KO Korea Economic Daily Published Feb 24, 2026: "Teradyne surges on the chip upturn."
    Confirms EN SEC EDGAR Published Feb 26, 2025: "10-K: semiconductor-test revenue."
    Confirms EN Teradyne Published Jan 1, 2025: "Memory, SoC and computing test."
  • PSK Inc High confidence
    Buys dry-strip (PR removal) tools from PSK (global No.1).
    Confirms KO THE ELEC Accessed Jun 21, 2026: "Samsung adopts PSK dry-strip tools."
  • ASMPT Medium confidence
    HBM TC bonder.
  • Hanmi Semiconductor Medium confidence
    HBM bonding equipment (TC bonder). Shares this supplier with SK hynix.
  • Hanwha Semitech Medium confidence
    HBM TC bonder.
  • BESI Medium confidence
    HBM bonder.
  • ENF Technology Medium confidence
    Buys stripper, etchant and precursors from ENF.
    Confirms KO DART (Korea FSS) Published Mar 20, 2026: "Samsung buys ENF process materials."
  • Jusung Engineering Medium confidence
    Buys ALD and other deposition tools from Jusung Engineering.
    Confirms KO Sisa Journal e Accessed Jun 20, 2026: "Samsung adopts Jusung ALD tools as it raises ALD share."
  • Synopsys Medium confidence
    Uses/buys EDA tools and IP from Synopsys.
    Confirms KO Seoul Economic Daily Published Jul 1, 2025: "Samsung and others use Synopsys EDA."
    Confirms EN SEC EDGAR Published Dec 18, 2024: "10-K: EDA tools/IP revenue and major chip customers."
    Confirms EN SemiAnalysis Published Jun 1, 2024: "Synopsys leads EDA at ~31%."
  • SK Siltron Medium confidence
    Buys 300mm silicon wafers from SK Siltron.
    Confirms KO BizWatch Published May 23, 2025: "SK Siltron is among Samsung’s wafer suppliers."
  • Arm Holdings Medium confidence
    Uses/buys CPU-architecture IP (license and royalty) from Arm Holdings.
    Confirms KO Economy6 Published Jan 15, 2026: "Apple, Qualcomm, Samsung, NVIDIA use ARM IP."
    Confirms EN Arm IR Published Jul 1, 2024: "FY2024 revenue $3.23B."
    Confirms EN SEC EDGAR Published May 22, 2024: "20-F: licensing and royalty revenue."
  • Cadence Design Systems Medium confidence
    Uses/buys EDA tools and IP from Cadence Design Systems.
    Confirms KO Seoul Economic Daily Published Mar 1, 2025: "Cadence grows on AI-chip design."
    Confirms EN SEC EDGAR Published Feb 24, 2025: "10-K: EDA tools/IP revenue."
    Confirms EN SemiAnalysis Published Jun 1, 2024: "Cadence is No.2 in EDA at ~30%."
  • 심텍 Low confidence
    Package substrates. Supply relationship inferred.
    Mentions EN Blackridge Research Accessed Jun 19, 2026: "Substrate suppliers such as Simmtech."
  • LG이노텍 Low confidence
    Substrates and components. Supply relationship inferred.
    Mentions EN Blackridge Research Accessed Jun 19, 2026: "Components and substrates from suppliers such as LG Innotek."

Value-chain ripple (tiers 2–3)

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