Samsung Hits $1 Trillion Valuation Amid Apple Chip Diversification Talks
Source: MacRumors
Samsung reaches $1 trillion valuation
Samsung today reached a valuation of $1 trillion for the first time, reports Bloomberg. The surge is driven by strong demand for its memory chips, and the stock jumped 14.4 % on the day.
Samsung is the second Asian firm after Apple supplier TSMC to hit the $1 trillion mark. Last week, its semiconductor manufacturing business wildly exceeded analyst expectations, reporting an operating income of $36 billion versus the $24.4 billion forecast.
Apple chip diversification talks
Rumors surfaced that Apple has been speaking with Intel and Samsung about taking on some processor manufacturing for its devices. Apple is looking to diversify its supply chain amid ongoing chip shortages. During Apple’s earnings call, CEO Tim Cook said iPhone 17 shipments were constrained because Apple “could not get enough” of the A19 and A19 Pro chips that TSMC makes.
Samsung’s future plans
Samsung said it plans to secure flagship SoC design wins in the second half of 2026. Development of its 1.4 nm node is on track, and the company is “pursuing the expansion of large‑scale 2 nm customers.” Apple is preparing to jump to 2 nm chips soon, and the upcoming iPhone 18 models could be the first to feature chips built on the new node.
The company also expects server memory demand to remain strong in the latter part of 2026, positioning it for further growth in the coming months.
Market‑cap comparison
- Samsung: $1 trillion
- Apple: >$4 trillion
- TSMC: $2 trillion
While Samsung’s mobile unit faces pressure from rising material and component costs, its chip business continues to drive robust performance.