# The semiconductor division, Device Solutions, generated 53.7 trillion won in operating profit, accounting for approximately 94% of the group total.

*semiconductor · news · 2026-05-01 · MarketScreener*

## Key points

- Samsung has signed multi-year memory supply contracts with stricter commitments than usual customer agreements.
- Samsung claims first mass-production sales of HBM4, shipping for Nvidia's Vera Rubin platform since February.
- HBM4 is expected to account for over 50% of Samsung's HBM revenue starting Q3 this year.
- Management acknowledges conventional DRAM is sometimes more profitable short-term than HBM, despite AI demand.
- Growth is increasingly constrained by deliberate supply scarcity and customer requests already stretch into 2027.

**Companies:** Samsung, SK Hynix, Micron
**Countries:** South Korea

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