"Samsung's revenue for the quarter reached ₩133.9 trillion (about $90bn), with operating profit of ₩57.2 trillion, an eightfold year-on-year increase and the highest quarterly profit in the company's history."
"The semiconductor division alone produced ₩53.7 trillion in operating profit, roughly 94 per cent of the total, driven by high-bandwidth memory and tightly priced server-grade DRAM."
"The equity-market reaction is, in retrospect, mathematical: a company producing record profit on a product whose supply is structurally short and whose price is rising every quarter is precisely the kind of asset public investors are willing to re-price at scale."
Samsung's stock has more than quadrupled over the past year, with the KOSPI index breaking 7,000 for the first time. The company's Q1 2026 earnings showed revenue of ₩133.9 trillion and an operating profit of ₩57.2 trillion, marking the highest quarterly profit in its history. The semiconductor division contributed ₩53.7 trillion in operating profit, primarily from high-bandwidth memory and server-grade DRAM. The market's positive reaction is attributed to record profits and a structurally short supply of these products.
Read at TNW | Samsung
Unable to calculate read time
Collection
[
|
...
]