NuAxiSemiconductor trade intelligence

[News] Samsung’s DS Division Tops NVIDIA With 65.7% Operating Margin, Driving 93.8% of 1Q26 Profit

What happened

Samsung's DS division achieved a 65.7% operating margin, driven by a 90% QoQ price surge in DRAM and NAND, while SK hynix reported a higher 72% margin.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAMNAND FlashHBM

Samsung Electronics SK hynix TSMC

price-hikeearningsmemory-boom

Source and time

Source: TrendForce · 4/29/2026 · View original source

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[News] Samsung’s DS Division Tops NVIDIA With 65.7% Operating Margin, Driving 93.8% of 1Q26 Profit

What happened

Impact and signal

Affected components and suppliers

Source and time

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