This year, Samsung earned a special profit and made new records several times. The pusher behind this is still a strong indication on their chips, catching up with the wave of memory and SSD prices, and the foundry business is also smooth.
According to reports from Japanese media, from January to September this year, Samsung’s semiconductor business revenue was 53.15 trillion won (approximately USD 49.2 billion), an increase of 46% year-on-year. Intel’s semiconductor revenue for the same period was US$45.7 billion, a year-on-year increase of 6%.
In the face of the price hike in the second half of the year, Samsung’s earnings are also rising, so even taking into account the effects of exchange rate fluctuations, Samsung’s semiconductor revenue this year will certainly surpass Intel.
In fact, Samsung’s revenue on chips exceeds that of Intel is also an inevitable matter (holding the chip’s first position in chips for 25 years). The latter still relies on PC CPU revenue, and the PC market is saturated. Although memory chip demand is expected to continue to soar, if the chip maker increases capacity, its price may drop.
In contrast, Samsung appears diversified in terms of chip revenue. One is the increase in storage capacity of smart machines, and the other is the booming development of the data center industry, so it is reasonable for them to take the first place.
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