Samsung DS Targets 300 Trillion Won Profit in 2026, Surpassing 40 Years of Chip Earnings
Updated
Updated · Wccftech · Jul 6
Samsung DS Targets 300 Trillion Won Profit in 2026, Surpassing 40 Years of Chip Earnings
3 articles · Updated · Wccftech · Jul 6
Summary
Samsung’s semiconductor-focused DS division told staff it expects 2026 operating profit to meet market forecasts of about 300 trillion won, or roughly $200 billion.
That would exceed the division’s cumulative semiconductor profit since Samsung entered the business about 40 years ago, according to DS strategy chief Kim Yong-kwan at a July 3 town hall.
Memory pricing is driving the surge: Samsung is seeking up to 20% higher commodity DRAM prices in Q3 after raising them 90% in Q1 and another 50% to 60% in Q2.
Second-quarter operating profit is expected at 84.5994 trillion won ($55.1 billion), which would top Nvidia’s latest quarterly operating profit of $53.54 billion.
Supply relief may be slow, with Samsung and SK hynix expanding memory capacity through an $800 billion initiative that is not expected to add meaningful volumes until 2033.
How will the memory chip crisis reshape the global economy beyond just the AI industry?
With memory giants earning trillions, are they creating an AI-fueled bubble that is destined to burst?
Samsung Electronics 2026: Semiconductor Surge, Labor Strife, and the Race to Close the Foundry Gap
Overview
Samsung Electronics' Device Solutions division achieved strong results in early 2026, led by its System LSI Business, which boosted earnings through increased sales of System-on-Chips. This success strengthened Samsung’s position in key component markets and reinforced its role in the global semiconductor industry. By focusing on High Bandwidth Memory and forming important partnerships, such as with NVIDIA and AMD, Samsung became a central player in the AI revolution. These strategic moves highlight Samsung’s commitment to innovation and its growing influence in the rapidly evolving semiconductor and AI hardware sectors.