Samsung reports Q1 revenue up 69% YoY to ~$90.2B, above ~$89.4B est., and operating profit up 756% to ~$38.5B, above ~$37.2B est., driven by AI memory demand

Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record …

CNBC 2026-04-30 Dylan Butts

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@sam_badawi Sam Badawi on x
Samsung Electronics reported DRAM ASPs rising roughly 90-95% sequentially from Q4 to Q1, signaling a sharp tightening in memory markets tied to AI-driven demand. The reinforces how memory from companies like $MU and $SNDK alongside GPUs are becoming a key constraint in scaling [i…
@dnystedt Dan Nystedt on x
Samsung Electronics 1st quarter earnings call Revenue ₩133.9 trillion won, up 69% year-on-year Operating profit ₩57.2 T up from ₩20.1 T in Q4 Net profit ₩47.1 T, vs consensus estimate ₩46.2 T Thread 1/ $HXSCL $SSNLF $MU #Samsung
@dnystedt Dan Nystedt on x
5/ Samsung Foundry Q2 and 2nd Half (2H) Expects double digit revenue and earnings growth Q2 earnings to improve on higher HBM4 base-die shipments 2nd Half: Will ramp 2nd gen 2nm process for mobile products Mass production of 4nm LPUs and memory products for AI clients
@dnystedt Dan Nystedt on x
3/ Memory chip Outlook for Q2 Memory demand expected to remain strong in Q2 on AI Memory prices will continue along current rising trend Next-gen HBM4E samples to be delivered in Q2 2nd Half demand to continue to rise and costs to also rise
@dnystedt Dan Nystedt on x
7/ Samsung continues to negotiate with Unions on bonuses Samsung to work within teams to deal with strike if it happens. Still seeks amicable solution with unions
@dnystedt Dan Nystedt on x
2/ Samsung DS (Semiconductor) Division Q1 Revenue rose 86% to ₩81.7 trillion won from ₩44.0 T in Q4 Memory revenue rose 101% to ₩74.8 trillion won (QoQ) Operating profit ₩53.7 trillion, up from ₩16.4T in Q4 Memory set record high quarterly revenue and operating profit on
@zephyr_z9 @zephyr_z9 on x
$38 Billion in operating profit At this rate, Samsung might hit $240 Billion in operating profit this year The implications for Korean Won will be very interesting
@jukan05 Jukan on x
🔴 Samsung Electronics (Market Cap: KRW 1,321.3T) 📁 Preliminary Earnings Results Based on Consolidated Financial Statements — Fair Disclosure Apr. 30, 2026, 08:46 (Current price: KRW 226,000, +1.8%) Revenue: KRW 133.8734T (Consensus: KRW 117.4850T, +13.9%) Operating Profit: [image…
@dnystedt Dan Nystedt on x
6/ Samsung sees “substantial increase” in 2026 capex due to AI demand
@dnystedt Dan Nystedt on x
4/ Samsung Foundry in 1st quarter Q1 new customer wins in to boost foundry production Q1 won order from optical player, boosted Silicon Photonics business 1.4nm node remains on track, seeking more 2nm volume clients
@tculpan Tim Culpan on x
The myth of rising memory-chip sales. Oligopoly in action: Samsung, SK Hynix, and Micron aren't shipping more DRAM they're just raising prices. https://www.culpium.com/... [image]

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Samsung reports Q1 revenue up 69% YoY to ~$90.2B, above ~$89.4B est., and operating profit up 756% to ~$38.5B, above ~$37.2B est., driven by AI memory demand

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