The brief

Analyst view

• Samsung's Semiconductor division is the world's largest NAND producer and #2 DRAM supplier after SK Hynix.
• Samsung's Taylor fab in Texas began producing Tesla's 2nm AI5 chips in July 2026.
• Samsung was first to mass-produce HBM4 memory in February 2026, with expected 28% of the HBM4 market.

Technical approach

As reported

Foundry

2nm GAA process

Samsung operates 2nm gate-all-around (GAA) foundry lines including Taylor in Texas, competing with TSMC and Intel for external customers.

Memory

DRAM and NAND

Samsung manufactures DRAM memory and NAND flash storage, with HBM4 (high-bandwidth memory) as its fastest offering for AI accelerators.

Packaging

Advanced interconnect

Samsung uses chiplet stacking and advanced packaging to increase memory bandwidth without shrinking the process node.