[News] Google Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand

As NVIDIA reportedly overtook Apple to become TSMC’s largest customer, another chip giant—Samsung Electronics—also saw its key client lineup reshuffled in 2025. According to the company’s latest business report, cited by Korea JoongAng Daily and Sedaily, Google entered Samsung’s top five customers for the first time last year, replacing longtime core client Verizon.

Samsung’s top customers in 2025 included Alphabet, Apple, Deutsche Telekom, Hong Kong-based Techtronic Industries, and Supreme Electronics. Together, the five companies accounted for about 15% of the firm’s total revenue of 333.6 trillion won ($228 billion).

Korea JoongAng Daily notes that the purchases are likely tied to memory chips for AI data centers, including HBM and DDR5, which power Google’s Tensor Processing Units (TPUs). Sources cited by Sedaily suggests that as of the end of last year, Samsung supplied more than half of the HBM used in TPUs.

Meanwhile, Apple remains a key Samsung customer. According to AutoDaily, Apple recently secured LPDDR5X supply for the upcoming iPhone 17 and next-generation iPhone 18—reportedly agreeing to prices roughly double current levels. Notably, Samsung has also received a DRAM purchase order from Apple for its foldable phones, which are expected to be released in the second half of 2026, The Bell suggests.

Memory accounts for about 9% of the iPhone’s production cost and roughly 15% of the cost of iPads and Macs, making it a critical component, Global Economy News reports.

U.S. Share Climbs as China Slips

In addition, Samsung’s regional revenue mix is also undergoing a notable shift. Sedaily reports that the Americas accounted for nearly 40% of the company’s 2025 sales, while China’s share slipped among major overseas markets as U.S. export restrictions continued to weigh on the region.

Samsung’s 2025 report shows Americas revenue rose 12.1% to 133.3 trillion won, making up 39.9% of total sales, fueled by soaring demand from U.S. Big Tech ramping up AI data center investments, Sedaily notes.

On the other hand, Samsung’s China sales grew 7.7% in 2025, but the region’s share of total revenue slipped to 14.2%, down 0.4 points from 2024.

Notably, Sedaily points out that Samsung also saw gains in its domestic market, with South Korean revenue rising to 46.6411 trillion won in 2025, up 17.1%. Industry insiders cited by the report attribute its strong performance to the successive success of flagship Galaxy smartphones featuring on-device AI, as well as replacement demand for premium, customized home appliances.

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(Photo credit: Samsung)