Samsung Electronics is seeing a shift in profit drivers in its memory business as NAND flash and its contract chipmaking unit gain traction on AI demand, following record quarterly results led by HBM and DRAM. The company says it has completed mass-production preparations for high-performance Gen6 NAND storage and received positive early customer feedback. It also says talks with multiple large AI HPC customers on its 2-nanometre process are active, with expectations of visible results soon.

Fadu, a fabless semiconductor company specialising in data centre chips, reported preliminary first-quarter revenue of 59.5 billion won and operating profit of 7.7 billion won, it said on April 27. Revenue rose 210 percent from a year earlier and the company swung to an operating profit from a loss. Net profit came to 10.2 billion won, also returning to profit. Fadu cited a higher share of controller sales and rising AI data centre demand.