The Memory Trade: Samsung's Record Breaking Profit

Josh: Samsung just became the most profitable company in the world, Josh: but nobody actually understands what they make. Josh: I feel like when I think about Samsung, I think smartphones or computers, Josh: but the reality is is that almost 96% of their company's profits come from a Josh: single entity and that's memory.

It goes beyond the title with direct discussion of ejaaz, josh, memory, including: Josh: I feel like when I think about Samsung, I think smartphones or computers, Josh: but the reality is is that almost 96% of their company's profits come from a Josh: single enti.

1. 01Josh: I feel like when I think about Samsung, I think smartphones or computers, Josh: but the reality is is that almost 96% of their company's profits come from a Josh: single enti
2. 02Josh: And when we think about memory, we've talked about this in the past, Josh: there are three main providers
3. 03Ejaaz: You mentioned earlier that 94% of their profit over the last year and a half Ejaaz: has come from one single department in their company, and that is AI memory