Samsung semiconductor Q2 profit surges over 250× · delivers industry's first HBM4E samples
Driven by sustained AI infrastructure investment, memory chip demand remained robust, delivering a massive Q2 earnings surge for Samsung Electronics — with its semiconductor business as the primary growth engine.
📊 Q2 2026 consolidated results
- Revenue: 171.5 trillion KRW — up 130% YoY
- Operating profit: 89.5 trillion KRW — up 1,814% YoY, beating market expectations
Semiconductor operating profit: 89.2 trillion KRW — up over 250× YoY.
Samsung stated that AI server demand continued to drive strong memory performance, with both DRAM and NAND sales hitting all‑time highs in Q2. With ongoing AI infrastructure investment and the expansion of agentic AI applications, the company expects server‑related memory demand — particularly for server DRAM, enterprise SSDs, and HBM — to remain robust in the second half.
🚀 HBM4E · industry‑first samples
Samsung has expanded HBM4 product sales and delivered the industry’s first HBM4E samples to key customers. HBM4 is Samsung’s sixth‑generation high‑bandwidth memory designed for advanced AI processors, supporting next‑gen AI computing platforms.
Despite some softening in smartphone and PC demand, Samsung believes that AI infrastructure capex will continue to keep the memory market tight, with supply‑demand imbalances expected to persist.
🤝 Expanded partnership with Broadcom
Samsung recently announced an expanded collaboration with Broadcom covering both memory and foundry — including cooperation on Samsung’s 2nm process and other advanced nodes.
However, rising memory chip prices have pressured some of Samsung’s end‑user businesses. The mobile division recorded an operating loss of about 700 billion KRW in Q2 — its first quarterly loss ever.