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Samsung secures NAND and DRAM leadership, HBM enters new phase
Samsung has dominated the NAND and DRAM memory market in Q1 2026, while the HBM battle intensified. Counterpoint Research published the latest market research data, revealing the stats of the worldwide memory market in the first quarter.
Global NAND market Q1 2026
Samsung held 29% of the NAND market in Q1 2026. SK Hynix trailed at 18%, Kioxia at 14%, with Micron, SanDisk, and YMTC each scraping 13%. The market itself exploded, growing 90% quarter over quarter on the back of rising prices.
Global DRAM market Q1 2026
Samsung captured 38% of DRAM revenue in Q1 2026, with SK Hynix at 29% and Micron at 22%. The market surged 80% QoQ and a staggering 260% year over year. Notably, China’s CXMT tripled its share from 3% to 8% in twelve months.
Global HBM market Q1 2026
SK Hynix controls 58% of the HBM market. Samsung sits at 21%, tied with Micron. Meanwhile, SK Hynix’s dominance is shrinking; it held 69% in Q1 2025, down to 58% now.
Pay attention, Samsung just became the first supplier of HBM4 to NVIDIA. HBM4 shipments are expected to scale in the second half of 2026, with most current revenue still riding on HBM3E.
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Samsung showcases Galaxy Watch 9’s AI Health features in VivaTech 2026 trailer
Samsung released the VivaTech 2026 trailer, showing off Galaxy Watch 9’s AI Health upgrades. The company is inviting fans around the world as it’s talking its vision for AI-powered connected care at VivaTech 2026, running June 17 to 20 at Paris Expo Porte de Versailles.
With wellness and long-term vitality growing in strategic importance, Samsung and its partners will present a range of services and solutions, including integrated health management through Samsung Health as well as innovations in longevity and pet care.
For VivaTech 2026, Samsung has the theme “Open Invitation to a Healthier Tomorrow,” where it will demonstrate how intelligent, connected experiences can support more proactive and preventive approaches to wellness.
VivaTech is Europe’s largest startup and tech event for spotlighting innovative solutions and addressing social challenges. Organized around the theme “Artificial Intelligence: Impact, Not Illusion,” the event will explore the industry’s transition into the AI era.
Global companies are set to present AI solutions across eight sub-themes: Productivity Reimagined; Sovereignty & Ethics; Energy, GreenTech & Mobility; Cybersecurity & Defense; Health & Longevity; Risk, Build, Scale; Creative Industries; and Tech Beyond the Obvious.
Earlier, Samsung revealed Health app redesign and upgrades coming to the Galaxy Watch 9 series this Summer. A preview is made available to existing users, but the features will be accessible only after the official debut of the upcoming watches.
Attendees will also get a preview of health features at the VivaTech event. Looking ahead, on June 19, the Korean tech giant will participate in a panel discussion exploring the future of artificial intelligence-driven advanced health experiences.
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Brands get seamless ad-buying experience for Samsung Smart TVs with AI
Samsung has announced that brands can now get a more seamless ad-buying experience on its Smart TVs thanks to new tech integrations. The smart TV maker has said that it will be able to automate the buying of the home screen ad placements on its large screen products.
This new automated buying solution uses Magnite’s SpringServe technology, a purpose built connect TV and over-the-top (OTT) ad serving and mediation platform. The tech acts as a central hub for video publishers to manage, route, and optimize their ad inventory across streaming environments.
The company said that the brands will have high-impact home screen inventory access within leading demand-side platforms through new global integrations with the Trade Desk and Google’s Display and Video 360 (DV360).
Samsung Ads provides brands with reach across hundreds of millions of smart devices with high-visibility ad formats.
“Samsung native home screen placements are among the most valuable ad units in CTV, designed to engage audiences from the moment the TV is turned on,” wrote the company.
On the other hand, Magnite’s SpringServe ad serving technology and inventory access expansion make it easier for buyers to plan, target, and activate premium TV placement.
Furthermore, the Samsung home screen inventory integrates agentic and AI-assisted workflows that optimize the placement decisions, delivery, and performance across all channels. In the end, the brands and advertisers can utilize Samsung’s high-impact TV placements with different strategies ranging from CTV, retail media, and broader omnichannel investments, while improving the campaign’s performance for broader reach.
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Qualcomm’s Galaxy S26 chip loss is visible in Exynos success chart
Qualcomm faced a setback in Q1 2026, and the reason is the entry of the Exynos 2600 chip in the Samsung Galaxy S26 series. The company’s market share dropped YoY in Q1 2026, while Exynos secured a visible growth.
Q1 2026 smartphone chip numbers are in, and the story practically writes itself. Samsung pushed the Exynos 2600 into the base variants of the S26 across selected regions, and that decision carved a clean hole in Qualcomm’s numbers.
Samsung’s chip division had its best quarter in years. Exynos shipments climbed YoY, powered by that Galaxy S26 decision. The mid-tier held up too, with the Exynos 1680 inside the Galaxy A57 and the Exynos 1480 carrying the A37.
Shipments of the Snapdragon 600 and Snapdragon 400 series were also affected by the ongoing memory shortage and inventory build-up.
The full Q1 2026 breakdown puts MediaTek at 32%, Qualcomm at 23%, Apple at 19%, UNISOC at 14%, Samsung at 7%, and Huawei at 4%. That 7% for Samsung Exynos is small in absolute terms, but it came at Qualcomm’s direct expense.
Apple kept building momentum off the iPhone 17e launch, with the A19 SoC driving chip shipments higher. The Pro models are selling well, which means A19 series volumes are tracking ahead of where A18 was at the same stage.
MediaTek had a harder time: the Dimensity 9500 Plus looks dead before arrival, and the Dimensity 8450 wasn’t enough to offset the broader slide, but the Taiwanese chipset maker still holds 32% market share, via Counterpoint.
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Apple is growing fast, but Samsung still controls this key smartphone metric
While the global smartphone market heads into what could be its ugliest year, Samsung held its ground in Q1 2026, shipping roughly 62.6 million units. That’s a 2.3% gain year over year and a 7.6% jump from the previous quarter.
TrendForce’s latest figures put total global production at around 284 million units for the quarter, down 1.7% year over year. The broader 2026 forecast is brutal: production could fall 16.2% to just over a billion units for the full year.
Companies that stocked up on cheaper memory components earlier managed to absorb the pain through Q1. Chinese mid-range specialists like Oppo, Xiaomi, and Vivo are pulling back, protecting margins rather than chasing volume.
Apple came in close, producing about 60.2 million units, a 19.7% year-over-year surge. The iPhone 17e launch contributed, and Apple’s services revenue ambitions mean it’ll keep prioritizing share over short-term margin protection.
So Apple is gaining fast, but Samsung still controls the one metric every other brand watches: who ships the most phones on the planet. Right now, with the industry contracting around them, holding that title is harder than it looks.
First quarter production declined among Chinese brands, including Oppo (29.5 million units), Xiaomi (26 million units), and Vivo (22 million units). These three brands ranked third through fifth globally by production volume.
News
Samsung invests massive $65 Billion to challenge TSMC and lead in chips
Samsung Electronics is playing the long game in the semiconductor industry, and doing it in a big way. According to the latest report from CEO Score (via @SemiconductorsX), Samsung spent a massive $65 billion in 2025 on factories and research & development. That’s the highest amount among the world’s top 10 chip companies. Just for comparison, Samsung outspent TSMC (the current leader) by more than $15 billion.
Here’s the top 5:
- Samsung Electronics: $65 billion
- TSMC: ~$50 billion
- Intel: ~$29 billion
- SK Hynix: ~$25 billion
- NVIDIA: ~$25 billion
What makes this really impressive is that Samsung kept spending huge amounts of money even in 2023, when the chip market was bad, and its profits had dropped sharply. Samsung clearly believes that the companies that invest and build strong foundations today will win in the future.
This massive $65 billion investment is mainly going toward:
- Stronger memory chips (especially HBM used in AI servers)
- Better advanced manufacturing (like its new 2nm process)
- New future technologies
In the AI era, having enough factory capacity and the best research is very important. Samsung is clearly preparing for long-term leadership.
In simple words, Samsung is very serious about competing with TSMC and taking full advantage of the huge AI demand. The results may not come immediately, but big long-term investments like this often decide which company becomes the leader in the chip industry in the future.
Samsung is betting big on the future. We will have to wait and see if it works, but one thing is clear: Samsung is not holding back at all.
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