NuAxiSemiconductor trade intelligence
Samsung, SK Hynix Seen Posting Record Q1 Profits as Memory Prices Surge
What happened
Samsung and SK Hynix are projected to post record Q1 operating profits of ~40T and ~36T won respectively, driven by DRAM/NAND price surges of 90-95% and 55-60% QoQ. TrendForce forecasts further Q2 price increases of 58-63% for DRAM and 70-75% for NAND, with tight supply expected through 2027. Bullish: Strong earnings and sustained price momentum signal continued tight supply and high demand, supporting a bullish outlook for memory component traders.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
price-hikeearningsshortage
Source and time
Source: The Elec · 4/3/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders