Based on current projections for sales and NAND/DRAM pricing, Samsung's semiconductor revenues are likely to grow larger than Intel's [arstechnica.com] during the second quarter of 2017. Intel has held the #1 spot in the industry since 1993:
Samsung's positioning is strengthening not just because of increased demand for RAM and flash memory, but because an ongoing NAND shortage is keeping prices high. Analysts blame a rocky transition from 2D to 3D NAND [seekingalpha.com], increased demand from Chinese smartphone manufacturers [epsnews.com], and the increasing popularity of SSDs as factors in the shortage.
On top of the RAM business, Samsung also says it's seeing solid demand for 14nm SoCs, image sensors, and other smartphone chips. The company expects its new 10nm process [arstechnica.com] to keep the business growing. Samsung manufactures its own Exynos SoCs as well as some of Qualcomm's Snapdragon chips and some of the A-series chips Apple uses across its iPhone, iPad, iPod, and Apple TV lineups.
IC Insights report [icinsights.com].
Related: Samsung's Exynos 8895 to be the First 10nm Chip on the Market [soylentnews.org]
Samsung's 10nm Chips in Mass Production, "6nm" on the Roadmap [soylentnews.org]
Moore's Law: Not Dead? Intel Says its 10nm Chips Will Beat Samsung's [soylentnews.org]