Gravity

GROSS ~$266B/yr group revenue orbits Samsung silicon, but the FOUNDRY slice is small (~$15-20B/yr, ~7-8% share, #2, loss-making); its heavier gravity is as a DRAM/HBM maker (overlaps the chips pocket) — undeflated

high confidence · as of 2026-07-26 · about Samsung

Sourced figures 2

stockanalysis.com Samsung financials group revenue TTM ~$266B (KRW 388,338,879M at 1460)
2026-03 high
kestrel board.yaml — samsung (internal anchor) board.yaml anchor: 'foundry slice ~$15-20B/yr, loss-making, ~7-8% share, #2 — also a DRAM maker (chips overlap)'
2026-07 med

the working

Threads 1

Memory Squeeze developing

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Samsung.