Samsung Electronics right now reported monetary outcomes for the primary quarter ended March 31, 2026.
The Company posted KRW 133.9 trillion in consolidated income, an all-time quarterly excessive, representing a quarter-on-quarter (QoQ) enhance of 43%. Operating revenue was additionally an all-time excessive, growing to KRW 57.2 trillion.
The Device Solutions (DS) Division posted a QoQ gross sales enhance of 86%, with the Memory Business setting an all-time excessive for quarterly income and working revenue on account of technological management within the reminiscence market, in addition to greater common promoting worth (ASP).
The Device eXperience (DX) Division posted a QoQ gross sales enhance of 19%, supported by the launch of latest flagship smartphones. Despite greater price pressures, the Division expanded the gross sales of high-value-added merchandise throughout companies to protect profitability.
Semiconductors To Drive Structured Growth on AI-Related Demand
The DS Division posted KRW 81.7 trillion in consolidated income and KRW 53.7 trillion in working revenue for the primary quarter.
The Memory Business surpassed its quarterly gross sales document by addressing high-value-added AI demand regardless of restricted provide availability, with industry-wide reminiscence worth will increase additionally a contributing issue.
Additionally, the Business led the reminiscence market by using its differentiated expertise management. This included initiating the {industry}’s first mass product gross sales of HBM4 and SOCAMM2 for NVIDIA’s Vera Rubin platform, in addition to the well timed growth of PCIe Gen6 SSDs.
In Q2 2026, the Memory Business anticipates demand to stay robust amid AI infrastructure growth and is scheduled to ship its first HBM4E samples to solidify technical management. The Business additionally goals to proactively capitalize on early demand for brand new GPUs and CPUs to be launched within the second half of 2026 and plans to proceed its AI product-centric gross sales technique for each DRAM and NAND.
In H2 2026, the Company expects server reminiscence demand to stay robust as hyperscalers accommodate enterprises’ growing adoption of AI and LLM providers. Additionally, agentic AI is anticipated to speed up progress in demand.
The Memory Business additionally seeks to spearhead the AI reminiscence market based mostly on expertise competitiveness by persevering with to increase its share of high-value-added AI merchandise like DDR5, SOCAMM2 and others. At the identical time, the Business plans to guide the preliminary PCIe Gen6 eSSD market with high-performance merchandise centered on KV cache storage demand.
Earnings on the System LSI Business improved on the again of expanded SoC gross sales.
In Q2 2026, the System LSI Business goals to extend gross sales of SoCs and sensors for volume-tier smartphones.
In H2 2026, the Business plans to safe flagship SoC design wins and increase its 200MP sensor buyer base and product lineup.
Earnings for the Foundry Business declined on account of off-peak seasonality. However, it continued to take care of design wins centered on HPCs and established a basis within the silicon photonics enterprise.
In Q2 2026, the Business plans to achieve full utilization of advanced-node manufacturing strains whereas concentrating on earnings enchancment on elevated HBM4 base-die provide. Development of the 1.4nm node stays on observe, with the Business additionally pursuing the growth of large-scale 2nm prospects.
Looking forward to H2 2026, the Foundry Business plans to begin ramping up manufacturing of the second-generation 2nm course of for cell merchandise, in addition to the mass manufacturing of 4nm reminiscence merchandise and LPUs for AI and HPC prospects. Furthermore, it goals to diversify its portfolio to incorporate not simply AI and HPC, but in addition the automotive and aerospace industries.
SDC To Build on Strengths in Differentiated Technologies and Premium Products
Samsung Display Corporation (SDC) posted KRW 6.7 trillion in consolidated income and KRW 0.four trillion in working revenue for the primary quarter.
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