NuAxi
NuAxiSemiconductor trade intelligence

[News] Samsung Sees Explosive 755% Profit Growth as Q1 Tops Full-Year 2025 Earnings amid Memory Boom

What happened

Samsung Electronics reported preliminary Q1 2026 operating profit of 57.2 trillion won, up 755% YoY, with its chip division contributing ~95%. The surge is driven by AI-led memory upcycle, with DRAM ASPs up ~90% QoQ and NAND in shortage. Bullish: Record earnings and confirmed Q2 DRAM price hikes of ~30% signal sustained strong demand and pricing power for memory components.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

DRAMNAND FlashHBM
price-hikedemand-surgeearnings-beat

Source and time

Source: TrendForce · 4/6/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders