Samsung Exports About $50 Billion Worth of Chips to U.S., $63 Billion to China in H1
In the first half of this year, Samsung Electronics’ semiconductor export amounts to the United States and China both increased significantly, driven by a semiconductor boom resulting from the artificial intelligence (AI) frenzy.According to the semiannual report disclosed by Samsung Electronics on
According to Samsung Electronics' semiannual report, the company's semiconductor exports to both the United States and China surged in the first half of the year, fueled by a semiconductor boom driven by the artificial intelligence (AI) craze. In June, Samsung exported $50 billion worth of chips to the U.S., a significant increase from $33.4759 billion during the same period last year.
The company's DX (Device eXperience and finished products) division and DS (Device Solutions and semiconductors) unit, which are not separately highlighted in the report, are believed to have expanded production, sales, and operations driven by big tech firms. This expansion, along with heightened demand for high-performance memory like HBM and the ongoing price surge due to memory semiconductor shortages, played a crucial role in the rise.
Samsung is currently supplying HBM3E and HBM4 to big tech companies, including Nvidia. The DS division constituted 68.5% (209.2 trillion won) of Samsung's total sales of 305.4 trillion won in the first half, generating 97.4% (142.9 trillion won) of the operating profit. A similar trend was observed in China, where Samsung exported 88.6004 trillion won worth of semiconductors, a 207.7% increase from the 28.7918 trillion won exported in the first half of the previous year.
The exported products to China include server and mobile products like LPDDR, NAND, image sensors, and display driver ICs.
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