Samsung Electronics Co., Ltd.
005930.KSpublicSemiconductors & Consumer Electronics
World's largest memory chipmaker (DRAM, NAND) and #2 foundry (Samsung Foundry / SF2). Critical AI infrastructure player: dominant supplier of HBM (High-Bandwidth Memory) alongside SK Hynix, and foundry partner for Qualcomm, NVIDIA (secondary), and Exynos. Investing heavily to close HBM yield gap with SK Hynix.
Latest News
CAPEX History — Quarterly
Quarterly Data & Sources
| Quarter | CAPEX | Revenue | % Rev | Source |
|---|---|---|---|---|
| Q4'25 | $9.5B | $68.0B | 14.0% | Samsung Q4 2025 Earnings (est.) |
| Q3'25 | $9.2B | $62.0B | 14.8% | Samsung Q3 2025 Earnings (est.) |
| Q2'25 | $8.8B | $57.0B | 15.4% | Samsung Q2 2025 Earnings (est.) |
| Q1'25 | $8.5B | $52.0B | 16.3% | Samsung Q1 2025 Earnings (est.) |
| Q4'24 | $9.2B | $68.0B | 13.5% | Samsung Q4 2024 Earnings (est.) |
| Q3'24 | $9.0B | $63.0B | 14.3% | Samsung Q3 2024 Earnings |
| Q2'24 | $8.5B | $54.0B | 15.7% | Samsung Q2 2024 Earnings |
| Q1'24 | $8.8B | $51.0B | 17.3% | Samsung Q1 2024 Earnings |
| Q4'23 | $9.3B | $60.0B | 15.5% | Samsung Q4 2023 Earnings |
| Q3'23 | $8.9B | $55.0B | 16.2% | Samsung Q3 2023 Earnings |
| Q2'23 | $8.7B | $47.0B | 18.5% | Samsung Q2 2023 Earnings |
| Q1'23 | $9.1B | $48.0B | 19.0% | Samsung Q1 2023 Earnings |
Q1'23 — Converted from KRW at 1300 KRW/USD
Q2'23 — Converted from KRW at 1300 KRW/USD
Q3'23 — Converted from KRW at 1300 KRW/USD
Q4'23 — FY2023 total CAPEX: ~$36B
Q1'24 — Converted from KRW at 1350 KRW/USD
Q2'24 — Converted from KRW at 1350 KRW/USD
Q3'24 — Converted from KRW at 1350 KRW/USD
Q4'24 — FY2024 total CAPEX: ~$35.5B est.
Q1'25 — Converted from KRW at 1380 KRW/USD
Q2'25 — Estimated
Q3'25 — Estimated
Q4'25 — Estimated. FY2025 total est. ~$36B
Guidance Tracker
“We plan to maintain aggressive investment levels in HBM and advanced process nodes. HBM4 qualification is our top priority for 2025.”
“We will increase CAPEX in 2026 to accelerate HBM4 ramp and advanced DRAM/NAND investment. Foundry recovery and AI memory demand drive investment.”
Key Quotes
“The AI memory market is growing faster than we anticipated. We are accelerating HBM3E and HBM4 production. Samsung will reclaim its leadership position in the AI era.”
Q4 2024 Earnings Call