semiconductor / news / / TNW
Samsung’s stock has more than quadrupled in a year.
Samsung's market cap crossed $1 trillion for the first time, driven by memory profits.
KEY POINTS
- Samsung's Q1 operating profit hit a record ₩57.2 trillion, with memory earning 94% of that.
- Samsung and SK Hynix warn AI-driven memory shortages may persist through 2027 and beyond.
- Samsung's CFO says 2027 supply-demand will be tighter than 2026, contrary to usual cycles.
- Korean chipmakers now control 42% of the KOSPI as AI infrastructure depends on their memory.
COMPANIES
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