Samsung Electronics is poised to surpass Intel (aka Chipzilla) as the world’s largest chip manufacturer.
Analyst firm IC Insights predicted recently that if the current price of DRAM and NAND hold for Q2, Samsung could generate enough revenue to take the number one spot. The firm predicts that Samsung will achieve $14.9 billion in revenue, while Intel is predicted to reach $14.4 billion.
The increase in the price of NAND and DRAM is fueled by significantly increased demand amid a major industry-wide supply shortage. The depleted inventory and industry-wide transition to 3D NAND is significantly increasing the price of storage and isn’t supposed to ease up until 2H2017.
Source: IC Insights