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Does anyone think that in just a few years, the AI wave can help the head of Samsung increase his assets to more than 41 billion USD and surpass hundreds of long-standing billionaires in the world?
The artificial intelligence fever is creating unprecedented changes in the history of the technology industry. If in 2022 many people still see AI as an experimental trend, then by 2026, AI will become the biggest growth driver of the global semiconductor industry.
The biggest beneficiary is not only NVIDIA but also Samsung Electronics, Korea's largest technology corporation.
According to global asset rankings, Samsung Chairman currently owns assets of more than 41 billion USD, putting him in the group of 50 richest people in the world. Growth motivation comes from the boom in demand for AI chips, HBM memory and new generation data centers.
Illustration
How Samsung is making money from AI
Modern AI models such as ChatGPT, Gemini, Claude or Grok all require extremely high-speed memory.
Samsung is one of the largest memory manufacturers on the planet.
Samsung's Role Field
DRAM AI Provides memory for the AI server
HBM High-bandwidth memory serving GPU AI
SSD Enterprise Data Center Data Storage
Foundry AI chip processing
AI Smartphone Integrates Galaxy AI
The stronger the demand for AI, the more the need for HBM memory increases.
This is the reason for profitSamsung recovered strongly after a period of decline in the consumer electronics market.
AI race between giants
Samsung is not the only company to benefit.
Company Outstanding AI Field
NVIDIA GPU AI
Samsung Electronics HBM, DRAM, Foundry
New generation SK hynix HBM
TSMC Machining AI chips
Microsoft AI Infrastructure
Google Gemini AI
It is worth noting that Samsung possesses a rare advantage when controlling almost the entire value chain from chip production, screens, memory to terminal devices.
Samsung's value increased sharply thanks to the AI wave
Several factors promote growth
✅ Demand for AI servers increased to a record high
✅ HBM memory prices continue to increase
✅ AI data centers expand globally
✅ Galaxy AI promotes high-end smartphone sales
✅ Businesses increase investment in generative AI
What will happen next?
Analysts say that the period 2026-2030 could be the largest growth cycle for the semiconductor industry since the smartphone boom.
If AI continues to expand at its current pace, Samsung has the opportunity to close the gap with NVIDIA in many strategic segments, especially AI memory and data center infrastructure.
Many experts even believe that the technology competition in the next decade will no longer be the smartphone war between Samsung and Apple, but will be the AI war between Samsung, NVIDIA, Microsoft, Google and TSMC.
The biggest question now is whether Samsung can take advantage of the AI wave to create a new "super growth cycle" like the period when Galaxy smartphones dominated the market.
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