Record profits for Samsung thanks to the AI ​​boom

Samsung Electronics estimates an increase of 19 times operating profit of the second quarter compared to the same period last year, marking the third consecutive quarter of record results thanks to AI-driven demand, which continues to support prices of memory chip.

The world’s largest memory chip maker estimated operating profit between April and June at 89.4 trillion became them ($58.44 billion), surpassing LSEG’s SmartEstimate of 87.3 trillion won, according to a document filed with regulators. In the same period last year, it reported a profit of 4.7 trillion won.

Profit beyond expectations

The figure exceeds Samsung’s overall operating profit recorded in the three years from 2023 to 2025 and represents the highest quarterly operating profit in the group’s history, according to South Korea’s Yonhap news agency. The salesaccording to company estimates, will increase by 129% on an annual basis, reaching i 171 trillion became them.

Memory prices continued to rise during the quarter, as AI spending expanded from high-bandwidth memory (HBM) to the products DRAM e NAND conventional.

The effect of demand for AI chips

According to analysts, HBM’s rapid production growth has reduced the supply of conventional memory products used in smartphone, PC e serverhelping to further support prices. The demand for memories intended for artificial intelligence appears solid at least until next year, while the evolution of the market in the medium term remains uncertain.

Investments in semiconductors

Samsung will release full results at the end of the month. The growing global demand for advanced memory chips aimed at data center for artificial intelligence has already contributed to record profits for major South Korean semiconductor manufacturers this year.

Samsung and its national rival SK Hynix are engaged in a public-private investment by 800 trillion became them for the construction of four new semiconductor production plants in the south-west of South Korea. The project is part of a ten-year plan announced by the South Korean government, with a total value of over 1,000 billion eurosintended for the development of advanced semiconductor factories and data centers for artificial intelligence.

The market looks beyond the results

Despite the record preliminary results, Samsung shares lost around 7-8% on the Seoul Stock Exchange in Tuesday morning trading, in a context of general market weakness. Some analysts also believe that any delays in investment in AI infrastructure represent the main risk to the current boom in the memory market.