Samsung Electronics immediately reported monetary outcomes for the second quarter ended June 30, 2026.
The Company posted KRW 171.5 trillion in consolidated income, one other all-time quarterly excessive, representing a quarter-on-quarter (QoQ) improve of 28%. Operating revenue additionally reached one other all-time excessive, growing to KRW 89.5 trillion. Earnings per share for each widespread and most popular shares elevated by 52% to KRW 10,849, among the many highest ranges for world tech firms.
The Device Solutions (DS) Division posted a QoQ gross sales improve of 56%, with the Memory Business setting an all-time excessive for quarterly income and working revenue.
The Device eXperience (DX) Division posted a QoQ gross sales lower of 9%.
DS To Maintain Growth Momentum While Advancing Technology Leadership
The DS Division posted KRW 127.5 trillion in consolidated income and KRW 89.2 trillion in working revenue for the second quarter.
The Memory Business achieved one other record-breaking quarter by proactively addressing AI demand regardless of restricted capability with a main give attention to server merchandise. The continued industry-wide upward development of costs additionally contributed to the file earnings.
Additionally, the Business solidified market competitiveness through industry-leading merchandise, with server income attaining a record-high share of the gross sales combine. The Business scaled up HBM4 gross sales with industry-leading efficiency and additional strengthened expertise competitiveness by transport the {industry}’s first HBM4E samples to main clients.
In H2 2026, the Memory Business expects sturdy demand centered on servers stemming from continued AI infrastructure capex and broader adoption of agentic AI. Meanwhile, progress in demand for server DRAM, eSSDs, and HBM is anticipated to speed up. This is projected to maintain the market undersupplied, regardless of partial demand moderation in cellular and PCs.
The Memory Business additionally plans to proceed setting the tempo for the market through expertise management, searching for to optimize its portfolio in consideration of modifications in demand by software and in keeping with buyer suggestions. Despite efforts to extend manufacturing, provide constraints are anticipated to proceed.
The Business additionally plans to guide the market by addressing sturdy demand with a give attention to high-value-added merchandise, similar to HBM4, DDR5, SOCAMM2 and others, whereas extending its management into next-generation AI platforms. This follows the {industry}’s first HBM4E pattern cargo, in addition to the H1 2026 market penetration of PCIe Gen6 and UFS 5.zero options.
The System LSI Business was impacted by flagship seasonality and mushy cellular demand in China, but managed to maintain quarterly income via expanded gross sales of high-volume cellular SoCs and picture sensors, driving first-half income to a file excessive. It secured orders for a next-generation flagship SoC and continued to construct momentum on the again of recent enterprise from main clients.
In H2 2026, the Business expects rising part prices and mushy shopper demand to persist. However, it’ll proceed to drive gross sales of next-generation flagship SoCs whereas searching for new enterprise for customized SoCs, whereas additionally aiming to strengthen its competitiveness in sensors and LSI merchandise.
Earnings for the Foundry Business improved considerably previous to incentive-related provisions, pushed by HBM base-die demand and robust orders from clients within the U.S. Design wins with main clients continued to increase, with 2nm HPC engagements as a notable instance.
Looking forward to H2 2026, the Foundry Business plans to ramp up manufacturing of recent cellular merchandise based mostly on the second-generation 2nm course of and increase gross sales of LPU and base-die merchandise based mostly on the 4nm course of. Amid rising demand throughout all course of nodes from clients within the U.S. and China, the Business is focusing on double-digit income progress. Additionally, the Business will ship mid-to-long-term progress through superior nodes and the enlargement of…
