semiconductor / news / / The Hindu
The boom has constrained supply for traditional chips used in smartphones, PCs and game consoles.
Samsung's Q1 operating profit estimate of 57.2 trillion won exceeds its entire 2023 profit.
KEY POINTS
- Commodity DRAM and NAND chips, not HBM, made up most of Samsung's chip revenue in Q1.
- Samsung shipped its latest HBM4 chips to Nvidia in February, narrowing the gap with SK Hynix.
- TrendForce expects contract DRAM prices to rise over 50% this quarter due to ongoing shortages.
- Samsung's chip division generated 95% of total profit, with mobile margins expected to decline next quarter.
COMPANIES
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