Both vendors recorded record figures, directly linking them to the explosive demand for AI data center infrastructure. Samsung is skimming the cream off the shortage of high-speed memory (primarily HBM) necessary for training heavy LLMs. At the same time, MediaTek confirmed on its earnings call that the "AI megatrend continues," providing the company with an avalanche of orders for custom data center solutions. While software developers fight over margins and dump API prices, silicon manufacturers are confidently monetizing the need for computation itself, confirming the existence of a long-term hardware supercycle.
Source: Samsung / MediaTek / Reuters
HardwareSamsungMediaTekMacroeconomicsSemiconductors
