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Samsung's memory business alone is now more profitable than Amazon, Meta, and Microsoft.

AnandTech Forums: Technology, Hardware, Software, and Deals [Un… April 12, 2026

Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

Muhammad Zuhair Apr 11, 2026 at 09:24am EDT

Samsung's DRAM Business Alone Has Managed To Achieve $37 Billion In Q1, And The Growth Won't Stop Here

DRAM has become a commodity in the AI industry, in high demand, and suppliers like Samsung, SK hynix, and Micron are unable to meet customer requirements, driving a wider shortage across the supply chain. With that, a report by Counterpoint Research has talked about Samsung's Q1 financial results, but the interesting parallel drawn by them was the fact that the Korean giant's operating revenue was actually higher than the likes of Amazon, Microsoft, TSMC, and Meta, showing a clear indication that the memory supercycle has come in to boost the company's business.

There has been concern about the sustainability of this demand, but Samsung is also addressing it by...

Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race​

Samsung's DRAM Business Alone Has Managed To Achieve $37 Billion In Q1, And The Growth Won't Stop Here​

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Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race

Samsung's DRAM Business Alone Has Managed To Achieve $37 Billion In Q1, And The Growth Won't Stop Here