Samsung cleared KRW 100 trillion in one quarter, and chips made 99% of it. So why is the phone division still losing money?
Samsung's custom AI chip project for OpenAI has reportedly stalled due to strategic differences, even as the company pivots toward Anthropic and secures a major HBM4 memory deal.
Samsung begins shipping 12-layer HBM4E memory samples to AI customers, delivering 48GB capacity and up to 3.6 TB/s bandwidth per stack.
Samsung signed an MOU with AMD on March 18 locking in HBM4 supply for the Instinct MI455X GPU and 6th Gen EPYC, then unveiled the successor HBM4E at NVIDIA GTC 2026 — 16 Gbps per pin, 4.0 TB/s, and Samsung's strongest AI memory position in two years.
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