Samsung Electronics is one of the world's largest semiconductor companies, operating a memory business producing DRAM and NAND flash, and a foundry business manufacturing chips for external customers. In AI, Samsung participates as a memory supplier—including HBM for AI accelerators—and as a foundry producing logic chips. Samsung also integrates AI features into its Galaxy smartphone and consumer product lines.

Samsung's HBM business has grown alongside AI accelerator demand, but the company faces challenges relative to market leader SK Hynix. Samsung holds approximately 17% of the global HBM market as of Q2 2025, following delays in qualifying its HBM3E products at Nvidia. The foundry business has grown revenue on AI chip orders from US hyperscalers, and Samsung is investing in advanced packaging capabilities to participate in CoWoS-equivalent AI chip assembly.

Samsung is working to qualify its HBM4 products at Nvidia for the next GPU generation, where recovering market share is a strategic priority.