{"id":96700,"date":"2026-04-30T15:35:51","date_gmt":"2026-04-30T12:35:51","guid":{"rendered":"https:\/\/u1f987.com\/en\/?p=96700"},"modified":"2026-04-30T15:40:14","modified_gmt":"2026-04-30T12:40:14","slug":"samsungs-chip-profits-surge-48-fold-amid-ai-boom","status":"publish","type":"post","link":"https:\/\/u1f987.com\/en\/samsungs-chip-profits-surge-48-fold-amid-ai-boom\/","title":{"rendered":"Samsung’s Chip Profits Surge 48-Fold Amid AI Boom"},"content":{"rendered":"

Samsung’s semiconductor division reported record profits in the first quarter, surpassing expert expectations, according to Bloomberg<\/a>.<\/p>\n

The 48-fold increase was driven by high margins on equipment for AI infrastructure and data centers. The operating profit of the company, a competitor to SK Hynix and Micron Technology, reached 53.7 trillion won ($36 billion), while analysts had anticipated 35.3 trillion won.<\/p>\n

The results reflect significant spending by hyperscalers to support AI operations. Meta and Alphabet have planned<\/a> to increase capital expenditures.<\/p>\n

Some investors believe that high-bandwidth memory has moved beyond traditional boom-and-bust cycles and can demonstrate stable growth.<\/p>\n

\n

\u201cThe pertinent question is duration: how long will the pricing power of HBM4<\/span> last, and will infrastructure spending remain sustainable?\u201d noted Dave Mazza, CEO of Roundhill Investments.<\/p>\n<\/blockquote>\n

Samsung plans to \u201csignificantly\u201d increase capital investments this year and is preparing for the release of HBM4e, the next-generation memory chips for AI.<\/p>\n

\n

\u201cThe company has limited stockpiles that do not meet client demand,\u201d stated one of the firm’s executives.<\/p>\n<\/blockquote>\n

\"image\"
Expected profits of Samsung, SK Hynix, and TSMC. Source: Bloomberg.<\/figcaption><\/figure>\n

The performance of Nvidia accelerators is limited by the speed and volume of memory that supplies data. As a result, DRAM<\/span> becomes a key factor in the quality of AI services.<\/p>\n

Cloud service providers are paying for increasingly expensive memory, which is reflected in Samsung’s shares: they have risen by 88% this year following a doubling last year.<\/p>\n

Memory Prices Set to Rise Further<\/h2>\n

Analysts believe Samsung’s chip division will set new profit records in the coming quarters as contract prices continue to rise amid limited supply. They cite a more than 180% increase in semiconductor exports from Korea in the first 20 days of April as evidence.<\/p>\n

Tom Kang, an analyst at Counterpoint Research, forecasts a 60% rise in DRAM prices this quarter compared to the previous one. From February to March, they have already increased by 42%.<\/p>\n

Earlier, Samsung considered transitioning<\/a> to multi-year contracts for memory chip supply.<\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung’s semiconductor division reported record profits in the first quarter, surpassing expert expectations.<\/p>\n","protected":false},"author":1,"featured_media":96701,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"1","news_style_id":"1","cryptorium_level":"","_short_excerpt_text":"Samsung's semiconductor division reported record profits, surpassing expectations.","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[438,1585],"class_list":["post-96700","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-artificial-intelligence","tag-samsung"],"aioseo_notices":[],"amp_enabled":true,"views":"10","promo_type":"1","layout_type":"1","short_excerpt":"Samsung's semiconductor division reported record profits, surpassing expectations.","is_update":"","_links":{"self":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/96700","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/comments?post=96700"}],"version-history":[{"count":1,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/96700\/revisions"}],"predecessor-version":[{"id":96702,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/96700\/revisions\/96702"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media\/96701"}],"wp:attachment":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media?parent=96700"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/categories?post=96700"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/tags?post=96700"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}