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Samsung’s chip division finally surpassed $TSM in revenue and profit
Samsung’s Device Solutions division generated almost all of its revenue from memory chips, with DRAM, NAND, and HBM benefiting from a massive AI-driven pricing cycle
Memory represented more than 90% of DS revenue, and prices reportedly surged close to 90% quarter over quarter, pushing Samsung’s margins above TSMC and close to Nvidia-level profitability
In foundry, TSMC still dominates with around 70% market share, while Samsung remains near 7% and its foundry business is still loss-making. So the headline is impressive, but it reflects a memory supercycle, not a broad victory over TSMC in advanced logic manufacturing