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Samsung Estimates 19-Fold Q2 Operating Profit Jump to 89.4 Trillion Won ($58.44B) as AI Memory Demand Broadens Beyond HBM Into DRAM and NAND

Summary

Samsung projected Q2 2026 operating profit of ~89.4 trillion won ($58.44B), a 19-fold surge from a year earlier and above the ~$57B consensus, with revenue up 129% YoY to ~171 trillion won ($111.7B). Citi Research figures cited alongside the guidance show DRAM ASPs up 44% QoQ and NAND up 53% QoQ as AI spend broadened beyond HBM into conventional memory. Analysts note operating profit would have topped 100 trillion won absent semiconductor-worker bonus provisions.