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Samsung Electronics second-quarter operating profit beats estimates on soaring AI chip demand

News | 2026/07/29 23:55

Samsung Electronics second-quarter operating profit beats estimates on soaring AI chip demand

Samsung Electronics extends record profit streak as AI demand remains robust

Samsung Electronics extended its record run with second-quarter operating profit topping analysts' estimates, as robust artificial intelligence demand continues to drive growth in its memory chip business:

  • Operating profit reached 89.5 trillion won ($118.7 billion), exceeding the expected 88.13 trillion won:
  • Profit surged 1,814% year-on-year, while revenue rose 130%:

The company cited AI server demand as the key driver for its record-breaking memory earnings, which helped achieve all-time high DRAM and NAND sales:

Samsung also noted that memory capital expenditures increased as it expanded investment in new fabs:

Demand Boom

Samsung expects industry supply constraints to persist next year and will manage its HBM and DRAM businesses in a balanced manner:

The company anticipates robust demand for memory centered on servers in the second half of the year:

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