Samsung Q2 Earnings Preview: Operating Profit Increases Over 1,800% YoY, Single Quarter Profit Exceeds the Total of Previous Three Years

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BlockBeats News, July 7 – Global semiconductor giant Samsung Electronics released a remarkably strong preliminary earnings report for the second quarter. The data shows that driven by the powerful wave of artificial intelligence (AI), the world's largest memory chip manufacturer is experiencing its most glorious profit cycle ever.

According to the financial report, Samsung's second-quarter operating profit surged 1,810.2% year-over-year, reaching 89.4 trillion Korean won (approximately $58 billion). This figure not only far exceeded the market's previous expectation of 84.2 trillion Korean won but also astonishingly surpassed the total profit of the company from 2023 to 2025. Meanwhile, the company's revenue also increased by 129% year-over-year, reaching 171 trillion Korean won.

After Samsung Electronics released its earnings preview, SanDisk (SNDK.O) and Micron Technology (MU.O) fell in after-hours trading on the U.S. stock market.

The explosion in Samsung's performance directly benefits from the almost "thirsty" orders from AI data centers for high-performance memory chips. Industry giants such as Nvidia and OpenAI have repeatedly stated that the shortage of memory chips has become a core bottleneck in the current development of AI.

As major manufacturers prioritize production capacity for high-bandwidth memory (HBM), which has higher profit margins and is specifically designed for AI, this has conversely squeezed the regular memory space needed for smartphones, personal computers, and enterprise servers. This "capacity crowding out" effect has led to a severe shortage in the global memory market. HSBC data shows that in the second quarter of 2026, the average selling price of DRAM rose by more than 40% compared to the previous quarter, while NAND prices increased by over 50%; Citigroup Research gave even higher estimates of 44% and 53%, respectively.

Analysts generally believe that this "seller's market" pattern will last at least until 2027, giving Samsung, its long-time rival SK Hynix, and Micron Technology extremely strong pricing power.

Samsung Electronics plans to release its official financial report on July 30, at which time it will disclose specific operational details of each business division.

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