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Samsung Defies Nvidia, Thrives with Diversified Memory Business

Guavy AI Editorial Team Published August 18, 2026

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NVDA

Samsung has achieved record memory revenue growth of 5.7 times year-over-year without directly relying on Nvidia.

The company's memory business accounts for 70% of its total revenue, with a highly diversified customer base where no single customer exceeds 10% of revenue.

Samsung is set to lead in SOCAMM2 supply for Nvidia's Vera Rubin platform in 2026, marking increased future exposure to Nvidia's AI memory demand.

The Wire

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