For the first time, Amazon has been identified as one of Samsung Electronics’ top five largest customers, highlighting the rapidly expanding influence of cloud and artificial intelligence (AI) infrastructure companies on the tech giant’s financial performance and revenue streams.
This significant shift was revealed in Samsung Electronics’ first-quarter report, disclosed on Friday, which listed its five biggest customers as Alphabet, Amazon, Deutsche Telekom, Hong Kong-based Techtronic Industries, and Verizon.
Notably, this list marks a departure from the company’s full-year disclosure for 2025, with major players Apple and Supreme Electronics no longer appearing among the top five, making way for new additions Amazon and Verizon.
Amazon’s ascendancy into this elite customer group is a clear indicator of robust semiconductor sales to leading cloud and AI infrastructure providers, further bolstered by the ongoing recovery in global memory chip prices.
Samsung reported that sales generated from its five largest customers collectively represented a significant 23 percent of its total revenue during the January-March period.
Regionally, the Americas emerged as the top performer in the first quarter, generating the largest net sales on a consolidated basis, amounting to 59.75 trillion won ($39.9 billion). China secured the second position with 28.16 trillion won, surpassing sales from Asia and Africa (16.76 trillion won) and Europe (15.71 trillion won).
Both the Americas and China demonstrated remarkable growth. The Americas experienced one of the sharpest gains, with net sales almost doubling from 30.22 trillion won recorded a year prior. China exhibited an even more dramatic increase, with its sales more than tripling from 9 trillion won over the identical period.
These substantial regional sales gains are directly linked to global technology companies’ continuous and aggressive investment in advanced AI servers and expansive data centers. This trend is significantly boosting the demand for high-performance memory chips and consequently solidifying Samsung’s strategic exposure to a growing base of cloud-related customers.
