Illustration of Samsung's HBM4 chip sales reaching $1 billion, featuring semiconductor wafers and financial success graphics.
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Samsung's HBM4 sales top $1 billion four months after launch

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Samsung Electronics' sales of HBM4 chips have surpassed $1 billion just four months after launch. Industry sources said the milestone follows the start of mass production in February.

Samsung Electronics became the first company worldwide to begin mass production and shipments of HBM4 chips in February. Industry sources said Tuesday that sales have now surpassed $1 billion.

Revenue is expected to exceed $1.2 billion by the end of June. The company plans to significantly increase shipments through year-end, with annual sales projected to top $10 billion in 2026.

HBM4 chips are designed for next-generation AI accelerators including Nvidia Corp.'s Vera Rubin platform. The global HBM market is estimated to reach $54.6 billion this year.

Что говорят люди

Initial reactions on X highlight Samsung's rapid HBM4 revenue milestone with positive notes on market share growth and AI demand, alongside skepticism about yields compared to competitors.

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Illustration depicting Samsung Electronics' record Q1 operating profit of 57.2 trillion won driven by AI chip demand, featuring executives celebrating amid glowing financial displays.
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Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won

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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.

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Samsung Electronics confirms record Q1 operating profit of 57.23 trillion won on AI chip boom

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Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.

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