Samsung Electronics is expected to report an operating profit of approximately 86 trillion won, roughly $56.35B, for the second quarter of 2026. That figure is 19 times larger than the 4.7 trillion won the company posted in the same quarter a year ago.
This would mark Samsung’s third consecutive record quarterly profit.
What is actually driving this
High-bandwidth memory, or HBM, is the product category getting most of the attention. It is purpose-built for the kind of parallel computations that large AI models require, and right now demand is outrunning supply by a meaningful margin.
Average selling prices for DRAM rose roughly 44% quarter-on-quarter in Q2 2026, according to Citi Research. NAND prices climbed approximately 53% over the same period.
