Samsung's China sales overtake US; Nvidia not among top five customers - digitimes

Samsung Electronics experienced significant sales growth in both China and the US during the first half of 2026, driven by an AI-powered memory upcycle that boosted its semiconductor business. Notably... Read original →

Samsung's dual-market expansion in the US and China underscores its central role in the AI-driven memory chip upgrade cycle. This trend exerts direct pressure on upstream suppliers, especially in EUV lithography and 3D NAND technologies. Although NVIDIA is not among Samsung's top five clients, their collaboration deepens, signaling a shift from chip-centric to ecosystem-based AI compute strategies. From a compliance standpoint, tightening US-China semiconductor regulations heighten supply chain risks, forcing Samsung to navigate geopolitical sensitivities carefully. Competitors like Intel and TSMC are accelerating AI-specific process development to capture high-end memory market share. Over the next 12–24 months, memory demand will remain robust. If Samsung solidifies its position in Taiwan, China and global supply chains, it will likely lead the next wave of technological premium cycles.