Breaking

Samsung Set for Third Straight Record Quarterly Profit on AI Memory

July 6, 2026 at 19:52 EDT

Infra & Chips
Sales & Business

Samsung Electronics is on track to post record operating profit for the April–June 2026 quarter, marking a third consecutive record, driven by surging demand and rising prices for memory chips used in AI infrastructure.

Q2 2026 Guidance · Samsung Electronics

AI Memory Boom Lifts Samsung Profit 19× to a Record

Samsung forecasts 89.4 trillion won (~$58.4B) in Q2 operating profit — roughly 19 times a year earlier — as surging HBM and DRAM demand for AI data centers drives a third straight record quarter.

19×

operating profit vs. one year earlier (+1,800%)

+129%

Q2 revenue growth YoY, to 171 trillion won

3rd

consecutive record-high quarter for profit

Operating profit, quarter by quarter

All figures in trillion won · each block ≈ 5 trillion won

4.7

Year earlier
(Q2 2025)

57.2

Q1 2026
(actual)

89.4

Q2 2026
(forecast)

The price driver

+44%

DRAM price, QoQ

+53%

NAND price, QoQ

HBM for AI accelerators plus broad memory shortages lifted conventional DRAM and NAND pricing.

Capacity & runway

+50%

HBM capacity expansion planned in 2026

Much of 2026 AI-accelerator output is already booked; industry forecasts see memory shortages lasting beyond 2027.

▲ Tailwinds

Broad memory price increases, not just HBM
Pricing leverage from large production capacity
Rising long-term supply contracts keep prices elevated

▼ Pressures

Widening losses at foundry and System LSI
Union bonus costs
HBM shift could tighten general-purpose DRAM supply
Trails SK hynix in HBM share

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