Samsung Eyes Another Record Quarter on Explosive AI Memory Demand, But Rising Employee Bonuses Could Clou

AI Memory Boom Expected to Drive Another Record Quarter

Samsung is expected to report an operating profit of about 86 trillion won ($56.35 billion) for the April-to-June quarter, according to an LSEG SmartEstimate based on forecasts from 30 analysts, Reuters reported on Sunday.

That would represent an almost 18-fold increase from 4.7 trillion won a year earlier and mark the company’s third consecutive quarter of record operating profit.

The expected earnings surge reflects a prolonged shortage in the global memory market, with demand for AI infrastructure continuing to outpace supply. Analysts believe the market will remain undersupplied through at least next year.

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