Samsung Electronics announced during its second-quarter earnings conference call that shipments of all memory products, including DRAM, NAND flash, and HBM, have increased due to the expansion of agent AI among hyperscale customers.
The company reported a 10% increase in shipments compared to the previous quarter, driven by the full-scale supply of HBM4, and noted that DRAM sales achieved record highs with single-digit growth.
Regarding its foundry business, Samsung stated that it is undergoing a significant restructuring towards a high-profit model, projecting a more than 30% improvement in revenue compared to the previous year.
The company reported a 10% increase in shipments compared to the previous quarter, driven by the full-scale supply of HBM4, and noted that DRAM sales achieved record highs with single-digit growth.
Regarding its foundry business, Samsung stated that it is undergoing a significant restructuring towards a high-profit model, projecting a more than 30% improvement in revenue compared to the previous year.
* This article has been translated by AI.
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