NuAxiSemiconductor trade intelligence

[News] Samsung’s 2Q Operating Profit Soars 1,810% to Record KRW 89.4T, Reportedly Surpassing NVIDIA and Apple

What happened

Samsung Electronics reported record 2Q26 operating profit of KRW 89.4T, driven by DRAM and NAND ASPs rising over 50% and 60% QoQ respectively. The company is negotiating up to a 20% price hike for 3Q26 DRAM, with TrendForce forecasting further 13-18% increases. (Bullish)

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

DRAMNAND Flash

Samsung Electronics

price-hikeearningssurgeDRAMNAND

Source and time

Source: TrendForce · 7/6/2026 · View original source

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[News] Samsung’s 2Q Operating Profit Soars 1,810% to Record KRW 89.4T, Reportedly Surpassing NVIDIA and Apple

What happened

Impact and signal

Affected components and suppliers

Source and time

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