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  "path": "/threads/samsungs-memory-business-alone-is-now-more-profitable-than-amazon-meta-and-microsoft.2634387/",
  "publishedAt": "2026-04-12T09:48:09.000Z",
  "site": "https://forums.anandtech.com",
  "tags": [
    "Memory and Storage",
    "Muhammad Zuhair",
    "report by Counterpoint Research",
    "addressing it by...",
    "Read more"
  ],
  "textContent": "### 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​\n\nMuhammad Zuhair\nApr 11, 2026 at 09:24am EDT\n\n\n\n## Samsung's DRAM Business Alone Has Managed To Achieve $37 Billion In Q1, And The Growth Won't Stop Here​\n\nDRAM 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.\n\nThere has been concern about the sustainability of this demand, but Samsung is also addressing it by...\n\nRead more",
  "title": "Samsung's memory business alone is now more profitable than Amazon, Meta, and Microsoft."
}