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Five memory chipmakers’ combined profits surpass US tech giants for first time
Nikkei Asia reports that AI-driven memory demand helped five major chipmakers’ combined operating and net profits exceed those of five US tech giants for the first time last quarter. QUICK FactSet put the chipmakers’ operating profit at 32 trillion yen, versus about 25 trillion yen for the tech companies. Apple’s figures are market estimates because it has not yet reported earnings.
What to know
- 01
Kioxia, Samsung, SK hynix, Micron and SanDisk recorded combined operating profit 10 times the year-earlier level.
- 02
Combined operating profit at Alphabet, Microsoft, Amazon, Meta and Apple rose about 20% year over year, including estimated figures for Apple.
Why it matters
The figures highlight the link between AI data-center spending, memory demand and chipmakers’ earnings, though the comparison includes estimates for Apple.
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