Samsung's stock has more than quadrupled over the past year, with the KOSPI index breaking 7,000 for the first time. The company's Q1 2026 earnings showed revenue of ₩133.9 trillion and an operating profit of ₩57.2 trillion, marking the highest quarterly profit in its history. The semiconductor division contributed ₩53.7 trillion in operating profit, primarily from high-bandwidth memory and server-grade DRAM. The market's positive reaction is attributed to record profits and a structurally short supply of these products.
"Samsung's revenue for the quarter reached ₩133.9 trillion (about $90bn), with operating profit of ₩57.2 trillion, an eightfold year-on-year increase and the highest quarterly profit in the company's history."
"The semiconductor division alone produced ₩53.7 trillion in operating profit, roughly 94 per cent of the total, driven by high-bandwidth memory and tightly priced server-grade DRAM."
"The equity-market reaction is, in retrospect, mathematical: a company producing record profit on a product whose supply is structurally short and whose price is rising every quarter is precisely the kind of asset public investors are willing to re-price at scale."
Read at TNW | Samsung
Unable to calculate read time
Collection
[
|
...
]