Samsung has reached a historic $1 trillion valuation, driven by surging demand for its memory chips, with stocks soaring by 14.4%. This achievement makes Samsung the second Asian company, following TSMC, to hit this milestone. The semiconductor division recently surpassed expectations with an impressive $36 billion in operating income, far exceeding the anticipated $24.4 billion.
In a strategic move, Apple is reportedly in talks with Intel and Samsung to diversify its processor manufacturing, prompted by ongoing chip shortages. Apple CEO Tim Cook noted that iPhone 17 shipments are limited due to insufficient supply of A19 chips from TSMC.
Looking ahead, Samsung aims to secure major system-on-chip design wins by late 2026 and is advancing its 1.4nm node development while expanding its 2nm customer base. Apple is preparing to transition to 2nm technology, potentially debuting in the iPhone 18.
Despite its chip success, Samsung’s mobile division faces challenges from rising material costs. At $1 trillion, Samsung lags behind Apple’s $4 trillion and TSMC’s $2 trillion valuations. However, robust server memory demand is expected to bolster Samsung’s growth in the near future.
