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Samsung forecasts record operating profit on AI memory demand

2 min read

Samsung Electronics could record its largest operating profit in 2026 as executives and financial analysts cite the AI boom and strong demand for high-bandwidth memory and DRAM. Analysts estimate Q2 operating profit could top KRW 84.59 trillion and full-year operating profit could reach about KRW 300 trillion, a scale that would exceed Nvidia's Q1 2026 operating profit of $59.2 billion. Samsung is one of three global makers of HBM, is already supplying HBM4 to Nvidia, and has started HBM4E shipments while planning over KRW 40 trillion in annual investment to meet AI semiconductor demand.

Samsung could reach about KRW 300 trillion operating profit in 2026

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