--- title: "Samsung Posts Record Profit As AI Memory Boom Drives Chip Surge" type: "News" locale: "en" url: "https://longbridge.com/en/news/284699533.md" description: "Samsung Electronics reported record quarterly profits, with earnings surging over 750% year-over-year, driven by booming demand for AI memory chips. The company achieved first-quarter revenue of 133.9 trillion won ($89.96 billion) and an operating profit of 57.2 trillion won, exceeding analyst expectations. The semiconductor division was the main contributor, generating 53.7 trillion won in operating profit. Samsung is expanding production of next-generation HBM4 chips to compete with SK Hynix in the AI memory market, capitalizing on high demand despite supply constraints." datetime: "2026-04-30T04:10:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284699533.md) - [en](https://longbridge.com/en/news/284699533.md) - [zh-HK](https://longbridge.com/zh-HK/news/284699533.md) --- # Samsung Posts Record Profit As AI Memory Boom Drives Chip Surge On Thursday, **Samsung Electronics Co.** (OTC:SSNLF) delivered its strongest quarterly performance ever as booming demand for artificial intelligence-driven memory and tight global chip supply pushed profits well beyond analyst expectations. ## **AI Memory Boom Powers Samsung's Historic Earnings Growth** The South Korean tech giant reported first-quarter revenue of 133.9 trillion won ($89.96 billion), surpassing LSEG estimates of 132.69 trillion won, while operating profit reached a record 57.2 trillion won, topping forecasts of 55.28 trillion won. Operating profit surged more than 750% from a year earlier, exceeding Samsung's entire full-year 2025 profit of 43.6 trillion won, CNBC reported. Revenue climbed about 70% year over year, marking the company's highest-ever quarterly sales. Samsung's semiconductor division was the primary driver, generating 53.7 trillion won in operating profit, up sharply from roughly 1 trillion won in the same period last year. Chip sales soared 225% to 81.7 trillion won, accounting for more than 90% of Samsung's total earnings. "The Memory Business surpassed its quarterly sales record by addressing high-value-added AI demand despite limited supply availability, with industry-wide memory price increases also a contributing factor," the company said in a statement. **Read Also: Galaxy S26 Rescues Samsung In Brutal Smartphone Market** ## **Global Memory Shortages and AI Data Centers Fuel Chip Price Surge** The company benefited from surging demand for advanced memory chips used in AI servers and hyperscale data centers, where supply shortages have significantly raised prices. Samsung said its memory business achieved record quarterly sales by capitalizing on demand for premium AI products, particularly high-bandwidth memory, or HBM, despite industrywide supply constraints. HBM chips are critical for AI processors, including those used by companies such as **Nvidia Corp** (NASDAQ:NVDA), whose expanding AI infrastructure has intensified competition among memory manufacturers. ## **Samsung Expands HBM4 Push Amid Rivalry With SK Hynix** Samsung is aggressively expanding production of next-generation **HBM4** chips to narrow the gap with competitor **SK Hynix**, which currently leads the HBM market. While analysts say Samsung has improved significantly in HBM4, SK Hynix remains ahead in market share. According to data from **Benzinga Edge**, Samsung ranks in the 77th percentile for Growth, highlighting solid performance across short, medium and long-term metrics. **_Disclaimer_:** _This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors._ **Read Also: AI Memory Shortage Sparking 'Red-Hot' Rally: Why Jim Cramer Says Micron is Just Getting Started** _Photo courtesy: Sybillla via Shutterstock_ ### Related Stocks - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [603578.CN](https://longbridge.com/en/quote/603578.CN.md) - [588780.CN](https://longbridge.com/en/quote/588780.CN.md) - [03132.HK](https://longbridge.com/en/quote/03132.HK.md) - [562820.CN](https://longbridge.com/en/quote/562820.CN.md) - [512760.CN](https://longbridge.com/en/quote/512760.CN.md) - [561980.CN](https://longbridge.com/en/quote/561980.CN.md) - [159546.CN](https://longbridge.com/en/quote/159546.CN.md) - [588170.CN](https://longbridge.com/en/quote/588170.CN.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [588200.CN](https://longbridge.com/en/quote/588200.CN.md) - [512480.CN](https://longbridge.com/en/quote/512480.CN.md) - [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md) - [159995.CN](https://longbridge.com/en/quote/159995.CN.md) - [LSEG.UK](https://longbridge.com/en/quote/LSEG.UK.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Trillion-dollar Samsung faces a battle over who gets the AI profits](https://longbridge.com/en/news/287013238.md) - [Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes](https://longbridge.com/en/news/286672060.md) - [AI boom puts SK Hynix on the cusp $1 trillion market value](https://longbridge.com/en/news/286347462.md) - [Samsung Electronics says union's demand for pay increase was unacceptable](https://longbridge.com/en/news/286998619.md) - [Andrew Sobko’s Argentum AI Expands Focus on Institutional AI Infrastructure Financing](https://longbridge.com/en/news/286140551.md)