Overview
- The company reported on Thursday a record operating profit of about 89.5 trillion won and revenue near 171.5 trillion won, with nearly all the gains coming from its semiconductor division.
- Samsung said strong AI-driven demand for DRAM, NAND and high-bandwidth memory (HBM) — the specialized RAM used in AI servers — will keep memory demand robust into the second half of 2026.
- Samsung’s device unit that includes smartphones, TVs and appliances posted an operating loss of roughly 800 billion won, marking the first quarterly loss for the mobile business and reflecting higher component costs from elevated memory prices.
- Investors pushed chip stocks lower after the results because the company plans large capital expenditures to expand memory and foundry capacity and because reports of faster Chinese progress raised worries about future competition.
- Affiliates such as Samsung Electro‑Mechanics and Samsung SDI also posted stronger quarters tied to AI and data‑center demand, and Samsung expanded a multiyear supply and collaboration pact with Broadcom that has been reported as worth more than $200 billion through 2030.