Samsung expects record $80bn quarterly profit as AI memory demand soars
THE SO WHAT
AI is now a memory business as much as a compute business—Samsung’s projected ~$80B Q3 operating profit, up from ~$9B a year ago, is a direct readout of that shift. If you’re planning large models or inference fleets, treat HBM and advanced memory as a strategic supply constraint, not a line item you can optimize later.
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