NuAxiSemiconductor trade intelligence
[News] Samsung’s DS Unit Delivers 99.7% of Q2 Profit amid Memory Boom; HBM4 Revenue Reportedly to Triple in Q3
What happened
Samsung's DS division generated KRW 89.2 trillion in operating profit in Q2 2026, driven by a 250-fold YoY increase in memory profits. DRAM and NAND ASPs rose mid-40% to high-60% QoQ, while shipments increased by over 10%. Bullish: Samsung expects AI memory shortages to worsen through 2028 and HBM4 revenue to triple QoQ in Q3.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
Source and time
Source: TrendForce · 7/29/2026 · View original source
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