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notícias da empresa sobre Samsung fabs memory gold

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empresa Notícias

Samsung fabs memory gold

Samsung is converting flash memory into revenue at an ever-faster pace, as rising memory prices have driven its preliminary first-quarter operating profit to surge more than eight times year-on-year. The Korean tech giant’s financial performance has been propelled by the skyrocketing prices of HBM (High-Bandwidth Memory)—a trend that mirrors Micron’s dramatic profit jump last month—and follows earlier impressive profit records set by Samsung itself and SK hynix.

For the first quarter of 2026, Samsung released preliminary results showing revenues rose 68 percent year-on-year to ₩133 trillion (approximately $88.5 billion). This substantial growth underscores the company’s strong position amid the global memory market upswing, fueled largely by AI-driven demand for high-performance memory solutions.

Operating profit also saw a staggering 755 percent year-on-year increase, reaching ₩51 trillion ($37.9 billion). To put this in perspective, this profit figure exceeds Micron’s total revenues of $23.86 billion in its most recent quarter and easily outpaces SK hynix’s ₩32.8 trillion in revenues reported back in January. This strong showing from Samsung suggests SK hynix is likely to see a similarly robust jump in revenues and profits when it releases its latest financial results on April 23.

Samsung did not disclose any additional detailed figures alongside the preliminary earnings. However, two charts illustrate the remarkable scale of the company’s revenue and operating profit growth, highlighting the dramatic impact of surging memory prices on its financial performance.

The trend of Samsung’s revenue and profits since 2021 reveals a sudden and significant upturn in both metrics this quarter, while a contrasting view of quarterly revenue performance by fiscal year highlights the sharp, abrupt rise in revenue during this latest quarter in striking fashion.

Prior to Q1 2026, Samsung’s financial performance since 2021 had been uneven, with periods of fluctuation—including a notable slump in its chip division profits in late 2024, when the company even faced a crisis in HBM competitiveness and its semiconductor segment underperformed market expectations. This inconsistency stood in sharp contrast to the explosive growth seen in the first quarter of 2026.

This level of revenue and profitability is poised to persist, as demand for HBM and DRAM remains robust while NAND memory prices are also on the rise—a so-called triple lock effect that reinforces the company’s strong financial momentum. Amid the ongoing memory market super cycle driven by AI demand, this three-pronged growth driver is expected to keep Samsung’s earnings elevated. Samsung is scheduled to release its full quarterly results on April 30, at which point we will gain a clearer understanding of how HBM, DRAM, and NAND each contribute to its overall revenues.

Beijing Qianxing Jietong Technology Co., Ltd.
Sandy Yang/Global Strategy Director
WhatsApp / WeChat: +86 13426366826
Email: yangyd@qianxingdata.com
Website: www.qianxingdata.com/www.storagesserver.com
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Tempo do bar : 2026-04-10 17:24:00 >> lista da notícia

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Beijing Qianxing Jietong Technology Co., Ltd.

Pessoa de Contato: Ms. Sandy Yang

Telefone: 13426366826

notícias da empresa sobre Samsung fabs memory gold

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