--- title: "Samsung's profits soared 19 times but plummeted! Memory chip benefits dull, Nanya Technology's quick dividend filling also turned negative" type: "News" locale: "en" url: "https://longbridge.com/en/news/291872088.md" description: "Samsung Electronics' operating profit surged 19 times to 89.4 trillion Korean won in the second quarter, exceeding expectations, but the stock price fell more than 8%, raising market concerns about the peak of the memory market. SK Hynix and the Korean KOSPI index also plummeted. Institutions pointed out that market focus has shifted to whether the rise in memory prices can continue, worrying that the high-end market has been reflected in advance. The memory sector in Taiwan's stock market is bearish, with Nanya Technology turning negative after briefly filling the dividend, and the overall market remains under pressure" datetime: "2026-07-07T03:34:38.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291872088.md) - [en](https://longbridge.com/en/news/291872088.md) - [zh-HK](https://longbridge.com/zh-HK/news/291872088.md) --- # Samsung's profits soared 19 times but plummeted! Memory chip benefits dull, Nanya Technology's quick dividend filling also turned negative Samsung Electronics delivered better-than-expected financial results, with operating profit in the second quarter soaring nearly 19 times compared to the same period last year. However, on the 7th, its stock price fell more than 8%, contrary to the positive earnings report. The contrast of "record profits, weakening stock prices" has raised market concerns about whether the memory market cycle is nearing its peak. The memory sector in Taiwan's stock market also showed a bearish trend, with only Winbond Electronics （5351） and Macronix International （3006） maintaining strength in early trading. Nanya Technology （2408） experienced a brief rebound after its ex-dividend date but could not withstand selling pressure, and other stocks also weakened. On the 7th, Samsung Electronics announced its preliminary financial results for the second quarter, estimating that operating profit from April to June reached 89.4 trillion Korean won (approximately 58 billion USD), a significant increase from 4.7 trillion Korean won in the same period last year, exceeding the London Stock Exchange Group (LSEG) estimate of 87.3 trillion Korean won and surpassing the entire profit performance for 2025. The market initially expected the positive earnings report to drive stock prices higher, but after Samsung announced its impressive results, the stock price instead plummeted over 8%, dragging down SK Hynix by about 8% as well, with the South Korean KOSPI index at one point dropping more than 5.5%. Analysts noted that market focus has shifted from "whether AI demand is growing" to "whether the price increase of memory can continue," with investors concerned that the high-end memory market may have already reflected optimistic expectations prematurely. However, the fundamentals of Samsung's semiconductor business remain favorable in the eyes of the market. With the rapid expansion of AI servers, demand for high-bandwidth memory (HBM) and DDR5 products continues to heat up, and Samsung expects its semiconductor division's profits to reach a historical high this year. The market also believes that investment in AI infrastructure will continue to be a significant driving force for the recovery of the memory industry. Nevertheless, global memory stocks have recently shown increased volatility. Even though Micron Technology reported impressive financial results and revenue outlooks that exceeded market expectations, it has not fully alleviated investors' concerns about a potential economic cycle reversal. Market participants pointed out that the memory sector has often reflected optimistic expectations ahead of price peaks, and future observations of DRAM price trends and supply-demand changes are still necessary. Returning to the Taiwan stock market, the memory sector today also exhibited a bearish trend with more declines than gains. Nanya Technology benefited from operational improvements and the ex-dividend effect, briefly experiencing a "quick fill" after its ex-dividend date, with the stock price quickly recovering after a dividend of 1.347 TWD, reaching as high as 433 TWD during the session, an increase of about 2%. However, as selling pressure in the Taiwan stock market intensified, the stock price fell back and fluctuated around the flat line. Nanya Technology's consolidated revenue in June reached 29.388 billion TWD, a month-on-month increase of 6.21% and a year-on-year increase of 621.34%, marking a new high for eight consecutive months. Cumulative revenue for the first half of the year reached 131.636 billion TWD, a year-on-year increase of 643.12%, with monthly, quarterly, and half-year revenues all setting new records. With the rising demand for AI servers, high-bandwidth memory (HBM), and DDR5, the market continues to be optimistic about the recovery trend in the memory industry Overall, Samsung's financial report highlights that the demand for high-end memory driven by AI is still warming up, but the stock price reaction also indicates that the market is beginning to increase its sensitivity to valuation and cyclical risks. Short-term memory stocks will still face fluctuations and consolidation, but the demand for HBM and high-end DRAM driven by AI servers remains a crucial factor supporting long-term industry growth ### Related Stocks - [07709.HK](https://longbridge.com/en/quote/07709.HK.md) - [03121.HK](https://longbridge.com/en/quote/03121.HK.md) - [EWY.US](https://longbridge.com/en/quote/EWY.US.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [05351.HK](https://longbridge.com/en/quote/05351.HK.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) ## Related News & Research - [Why Is SK Hynix’s Stock Price Falling Instead of Rising as It Prepares for a US Listing?](https://longbridge.com/en/news/291910719.md) - [The 2 signals that will determine EWY’s next 12 months: AI memory demand and Samsung concentration](https://longbridge.com/en/news/291580772.md) - [Weekly Recap: ADS offering, Nasdaq listing and Cheongju 100T investment](https://longbridge.com/en/news/291849018.md) - [SK Hynix, Samsung Stocks Rebound after Tech Sell-Off — Analysts Stay Bullish on More Upside](https://longbridge.com/en/news/291653481.md) - [Samsung Electronics Stock Forecast: ₩86T Profit Expected, HBM Lead - Buy the Dip?](https://longbridge.com/en/news/291910924.md)