Capital Insider
  • Founders
  • /Capital
  • /Signals
  • /Companies
  • /Deep Tech
  • /Magazine
  • /Events
  • /Members
Join
FoundersCapitalSignalsCompaniesDeep TechMagazineEventsMembers
Capital Insider
Inside India's Ambition Economy
Editorial
  • Founders
  • Capital
  • Companies
  • Magazine
  • Members
Company
  • About
  • Privacy Policy
  • Terms
  • Editorial Policy
  • Grievance Officer
  • Contact
Community
  • Founders
  • Events
  • Innovation
  • Members
© 2026 Capital Insider. All rights reserved.Built for India's Ambition Economy
Capital

Samsung Expects Profits to Jump 19-Fold as AI Chip Demand Drives Its Third Consecutive Record Quarter.

The South Korean giant's earnings guidance points to 89.4 trillion won in operating profit, a performance analysts say comes close to matching Nvidia'

By Nikhil Sumal7 July 2026 at 09:04 pm4 min read
Samsung Expects Profits to Jump 19-Fold as AI Chip Demand Drives Its Third Consecutive Record Quarter.

The South Korean giant’s earnings guidance points to 89.4 trillion won in operating profit, a performance analysts say comes close to matching Nvidia’s record set earlier this year.

Samsung Electronics has released an earnings preview showing it expects operating profit of approximately 89.4 trillion won, equivalent to roughly $58.4 billion, for the April to June quarter. If confirmed in its full results due later in July, the figure would represent a 19-fold increase on the same period last year and mark the company’s third consecutive record quarterly performance.

What Is Driving the Numbers

The explanation seems easy: AI memory chips followed by strong demand in the marketplace. Samsung has increased prices of memory chips due to a supply shortage, boosting margins. The forecasted sales for the quarter are more than twice last year’s, at 171 trillion won, underscoring the significance of AI equipment to the industry.

Marc Einstein of Counterpoint Research described the performance as one of the best quarterly results ever in the tech sector, noting that it came close to the record set by Nvidia earlier this year. He attributed the surge entirely to the AI boom, with memory companies riding what he called a tidal wave of limited supply and unprecedented demand.

A Market Unlike Anything Before

Research firm IDC said demand from AI data centres has been unlike anything the memory industry has previously seen, with tight supplies expected to persist through next year as AI infrastructure spending shows no sign of slowing.

The Stock Market Reaction

Despite strong sales figures, Samsung’s stock lost about 7% in Seoul on Tuesday, suggesting investors had higher hopes. Nevertheless, the overall situation is good because Samsung’s market capitalization has more than doubled since the beginning of 2026.

More in Capital
Recur Club Founder Tells MSMEs to Stop Treating Debt and Equity as Interchangeable and Start Matching Capital to Purpose
Capital

Recur Club Founder Tells MSMEs to Stop Treating Debt and Equity as Interchangeable and Start Matching Capital to Purpose

By Vandana Gehlaut4 min read
India's Listed New-Age Companies Could Hit $1 Trillion in Market Cap by 2030, Says Redseer Report
Capital

India’s Listed New-Age Companies Could Hit $1 Trillion in Market Cap by 2030, Says Redseer Report

By Ravi Tiwari4 min read
Australia's Largest Pension Fund Doubles Down on India With Fresh $346 Million Infrastructure Bet
Capital

Australia’s Largest Pension Fund Doubles Down on India With Fresh $346 Million Infrastructure Bet

By Ravi Tiwari4 min read