Samsung Electronics recorded outstanding performance from its memory\nchip business in the first quarter of 2026. Even the revenue from that\ndivision alone is said to have surpassed the performance of several\nglobal technology giants such as Amazon, Meta Platforms, and\nMicrosoft.<\/p>\n
Based on a report citing data from Counterpoint Research, Samsung\nbooked memory revenue of $50.4 billion (approximately Rp 800 trillion)\nfor the January\u2013March 2026 period.<\/p>\n
This figure consists of $37 billion from DRAM and $13.4 billion from\nNAND, both of which set all-time highs.<\/p>\n
This surge was primarily driven by high demand for memory chips for\nartificial intelligence (AI) needs, such as data centres and cloud-based\ncomputing.<\/p>\n
In addition to revenue, Samsung\u2019s memory business profitability also\ndrew attention. The company\u2019s semiconductor division is estimated to\ncontribute the majority of its operating profit, which reached around\n$38.9 billion (approximately Rp 620 trillion) in one quarter.<\/p>\n
By comparison, the operating profits of major technology companies in\nthe previous period were lower. Amazon recorded around $25 billion, Meta\n$24.7 billion, and Microsoft around $20.6 billion.<\/p>\n
The chart shows that Samsung\u2019s financial performance in the first\nquarter of 2026 was able to surpass several global technology\ngiants.<\/p>\n
Samsung booked an operating profit of $38.9 billion (approximately Rp\n620 trillion), higher than Amazon\u2019s $25 billion, Meta\u2019s $24.7 billion,\nand Microsoft\u2019s $20.6 billion in the previous period.<\/p>\n
This achievement reaffirms the strength of Samsung\u2019s chip business,\nparticularly memory, driven by the surge in demand from the artificial\nintelligence (AI) industry, enabling it to overtake the performance of\nsome of the world\u2019s largest technology companies.<\/p>\n
Global memory chip demand is currently dominated by AI needs.\nTechnologies like large language models and cloud computing require\nlarge amounts of high-speed memory, especially DRAM and High Bandwidth\nMemory (HBM).<\/p>\n
This situation makes memory producers like Samsung one of the most\nbenefited parties. Even demand from major technology companies is said\nto far exceed production capacity, thereby driving price increases and\nrevenue.<\/p>\n
Amid this trend, Samsung benefits not only as a device manufacturer\nbut also as a key component supplier for the global AI industry.<\/p>\n
The combination of high demand and limited supply marks the memory\nindustry entering a new phase often referred to as a \u201csupercycle\u201d. In\nthis phase, chip producers\u2019 prices and revenues tend to increase over\nthe long term.<\/p>\n
With its position as the world\u2019s largest memory producer, Samsung is\nexpected to continue being one of the main winners in the global AI\nwave, even as other technology companies race to build their artificial\nintelligence infrastructure.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/samsungs-chip-business-profits-surpass-amazon-meta-and-microsoft-1776307850", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }