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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
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.
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