Uploaded July 2026 | Updated September 2026, 1 hour ago
Samsung fell behind SK hynix in HBM and publicly apologised over concerns about its chip competitiveness. Less than two years later, it guided to nearly $59 billion in operating profit for one quarter. This video explains how the AI boom squeezed ordinary memory supply, why Samsung benefited so heavily, and why investors still think the boom may not last.
Narrated by: Tom McKay
instagram.com/tmckay715
youtube.com/@MetalRobotReviews
Inquiries: behindasian@gmail.com
Brought to you by the Behind Asian Team.
Source(s):
Samsung’s profits and financial history
Samsung — Q2 2026 preliminary earnings guidance
Reuters — Samsung forecasts a 19-fold profit increase
Samsung — Q1 2026 results
Samsung — Q4 and full-year 2025 results
Samsung — Q4 and full-year 2023 results
Samsung — Full-year 2018 results
Samsung — Full-year 2019 results
Nvidia — Q1 fiscal 2027 results
Apple — Q2 fiscal 2026 Form 10-Q
HBM and Samsung’s earlier crisis
Samsung — Official October 2024 apology
CNBC — How Samsung fell behind SK hynix in HBM
SK hynix — History of its HBM development
Reuters — SK hynix briefly overtakes Samsung in market value
Samsung — First commercial HBM4 shipments
Samsung — HBM4 for Nvidia Vera Rubin at GTC 2026
The memory shortage
Micron — HBM3E consumes about three times the wafer supply of DDR5
Micron — HBM growth reduces supply available for ordinary DRAM
Micron — Downturn-era investment and production cuts
TrendForce — Q1 2026 conventional DRAM price forecast
Micron — Fiscal Q3 2026 results
Micron — Supply outlook beyond 2027 and into 2028
Foundry, devices and other consequences
TrendForce — TSMC and Samsung foundry market shares
Reuters — Samsung’s $16.5 billion Tesla chip contract
Apple — Memory supply constraints and rising costs
Reuters — Samsung’s chip-worker bonus agreement
Reuters — Appliance workers’ July 16 rally
Justia — California DRAM antitrust case docket
US Department of Justice — Samsung’s 2005 DRAM price-fixing plea
Samsung fell behind SK hynix in HBM and publicly apologised over concerns about its chip competitiveness. Less than two years later, it guided to nearly $59 billion in operating profit for one quarter. This video explains how the AI boom squeezed ordinary memory supply, why Samsung benefited so heavily, and why investors still think the boom may not last.
Narrated by: Tom McKay
instagram.com/tmckay715
youtube.com/@MetalRobotReviews
Inquiries: behindasian@gmail.com
Brought to you by the Behind Asian Team.
Source(s):
Samsung’s profits and financial history
Samsung — Q2 2026 preliminary earnings guidance
Reuters — Samsung forecasts a 19-fold profit increase
Samsung — Q1 2026 results
Samsung — Q4 and full-year 2025 results
Samsung — Q4 and full-year 2023 results
Samsung — Full-year 2018 results
Samsung — Full-year 2019 results
Nvidia — Q1 fiscal 2027 results
Apple — Q2 fiscal 2026 Form 10-Q
HBM and Samsung’s earlier crisis
Samsung — Official October 2024 apology
CNBC — How Samsung fell behind SK hynix in HBM
SK hynix — History of its HBM development
Reuters — SK hynix briefly overtakes Samsung in market value
Samsung — First commercial HBM4 shipments
Samsung — HBM4 for Nvidia Vera Rubin at GTC 2026
The memory shortage
Micron — HBM3E consumes about three times the wafer supply of DDR5
Micron — HBM growth reduces supply available for ordinary DRAM
Micron — Downturn-era investment and production cuts
TrendForce — Q1 2026 conventional DRAM price forecast
Micron — Fiscal Q3 2026 results
Micron — Supply outlook beyond 2027 and into 2028
Foundry, devices and other consequences
TrendForce — TSMC and Samsung foundry market shares
Reuters — Samsung’s $16.5 billion Tesla chip contract
Apple — Memory supply constraints and rising costs
Reuters — Samsung’s chip-worker bonus agreement
Reuters — Appliance workers’ July 16 rally
Justia — California DRAM antitrust case docket
US Department of Justice — Samsung’s 2005 DRAM price-fixing plea
