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Samsung Memory SUPPLY CHAIN TRACE

MEMORY (HBM)🇰🇷 South Korea · 005930 · KRX

Samsung is the world's largest DRAM and NAND manufacturer, now racing to close the gap with SK Hynix in HBM — the high-bandwidth memory that every AI accelerator requires. Samsung has lagged in HBM yield and qualification, losing share of the lucrative AI memory market to its Korean rival in 2023–2024, but is investing heavily in HBM4 development. As a vertically integrated manufacturer with its own fabs, Samsung is uniquely positioned to ramp HBM supply faster than fabless competitors once yield issues are resolved.

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UPSTREAM — SUPPLIERS

Entegris

Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers

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MATERIALSsupplies process chemicals and wafer carriers to

SCREEN Holdings

Leading wafer cleaning and surface treatment equipment maker (~20% global market share)

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EQUIPMENTsupplies wafer cleaning systems to

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

Chokepoint🇯🇵
EQUIPMENTsupplies batch ALD/CVD furnaces to

Shin-Etsu Chemical

World's largest silicon wafer supplier

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies EUV/DUV lithography machines to

Lam Research

Leading supplier of etch and deposition equipment

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EQUIPMENTsupplies etch/deposition tools to

Applied Materials

Largest semiconductor equipment maker by revenue

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EQUIPMENTsupplies deposition/CMP tools to

Tokyo Electron

Leading maker of etch and deposition equipment

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EQUIPMENTsupplies coater/developer & etch tools to

KLA

Dominant maker of wafer inspection and metrology tools

Chokepoint🇺🇸
EQUIPMENTsupplies inspection/metrology tools to

↓ all supply to Samsung Memory ↓

Samsung Memory

World's largest DRAM and NAND supplier, ramping HBM3

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~40% DRAM, #1 NAND
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↓ Samsung Memory supplies to ↓

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies HBM3E memory to (qualified Q3 2025, ramp ongoing)

AMD

AI GPU designer challenging NVIDIA with MI300X

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CHIP DESIGNERSsupplies HBM memory to

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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CHIP DESIGNERSsupplies LPDDR5 mobile memory to

MediaTek

World's #1 mobile SoC designer by volume; Dimensity AI chips compete with Qualcomm/Apple for TSMC advanced node capacity

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CHIP DESIGNERSsupplies LPDDR5 mobile memory to

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSsupplies HBM memory to

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google

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CHIP DESIGNERSsupplies HBM memory to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Samsung Memory's role in the AI chip supply chain?

World's largest DRAM and NAND supplier, ramping HBM3

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