Product matrix2
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2026Q2 · 2026-06-30
Financial visuals and sources
Revenue, profit, cash measures and issuer outlook are presented separately. Subsequent events and unresolved scope differences are identified in the report.
Read full visuals, data and sources (Chinese) ↗Visual research edition · integrated September 13, 2026. Each source retains its reporting period and review date. Not investment advice.
Coverage Timeline3
Following since 2026.04- 20262026.04.082 min
Samsung's Profit Surges 755% as Memory Super-Cycle Peaks
Samsung Electronics reported a Q1 2026 operating profit of KRW 57.2 trillion (USD 26.1 billion), up 755% YoY, smashing its quarterly record and surpassing its full-year 2025 profit. The memory super-cycle, driven by AI demand, is the main catalyst.
- 2026.04.0414 min🔒 Members
Korea's Memory Duopoly: Samsung vs. SK Hynix in the AI Era
In the structural cycle of 2026, in which AI computing power is soaring, memory chips have officially jumped from a commodity that "drifts with the crowd" to a core strategic asset that determines the life and death of the AI era. The epicenter of this change is the dispute over the manufacturing process of high-bandwidth memory (HBM).
- 2026.01.2911 min
SK Hynix Crushes Earnings, Apple Greenlights Samsung and SK Hynix Memory Price Doubling: The Storage Supercycle Rolls On
In the history of the global semiconductor industry, 2025 is a watershed year. The memory market has completely shed its traditional commodity cyclicality, entering a structural growth phase driven by AI infrastructure.
