# 南韓兩家半導體公司三星與SK海力士，在2026年第一季合計獲利超過迄今任何一季印度上市公司獲利總和。

*semiconductor · news · 2026-05-12 · The Economic Times*

## Key points

- 三星與SK海力士2026年第一季合計獲利超越任何一季印度上市公司獲利總和。
- SK海力士由連續虧損轉為2024年第一季獲利14億美元，主要受惠於人工智慧需求。
- SK海力士過去九季獲利以44.6%的複合季增率成長。
- 三星與SK海力士在2026年第一季分別達到42.7%與72%的顯著高利潤率。

Mumbai: South Korea's two semiconductor firms, Samsung and SK Hynix, together generated more profit in the March 2026 quarter than the aggregate profit of listed Indian companies in any of the quarters so far. This reflects the trickle-down effect of the booming capital expenditure cycle in the artificial intelligence (AI) field for the chip makers as memory chips are core to the AI technology. Samsung and Hynix posted record net profits of $32.2 billion and $27.5 billion, respectively, for the March quarter, amounting to $59.7 billion in combined profit, the data from Bloomberg showed. For India Inc, the cumulative net profit of 3,723 listed companies in the December 2025 quarter was ₹4.5 lakh crore, according to the data from Capitaline or nearly $49 billion. India Inc's March quarter aggregate numbers are awaited. A sharp jump in order flows from AI hyperscalers such as Google, Microsoft and Amazon has resulted in an exponential rise in bottomlines of the chip manufacturers. For instance, SK Hynix had reported net loss in each of the five quarters to December 2023. In the March 2024 quarter, it returned to the black, posting $1.4 billion in net profit. Over the past nine quarters, its profit has surged multifolds, implying a compounded quarterly growth rate of a staggering 44.6%. Samsung's profit grew at a compounded rate of 26% during the period. S&P 500 Top Gainers Corning207.39(10.94%) Solstice Advanced Mat85.42(9.16%) Qualcomm237.53(8.42%) CF Industries Holdings124.48(8.22%) S&P 500 Top Losers Coterra Energy32.56(-8.62%) Dollar General104.63(-7.64%) Zoetis76.67(-7.44%) Trade Desk21.52(-6.76%) The scale of profit reported by the two Korean chip giants is enormous given the fact that their combined March quarter revenue of $127 billion was less than one-fourth of India Inc's quarterly revenue of over $500 billion. It means the Korean chip makers operate at a much higher profit margin - Samsung and Hynix reported operating margins of 42.7% and 72% in the March quarter. India Inc's aggregate quarterly operating margin is usually under 20%. (You can now subscribe to our ETMarkets WhatsApp channel) (What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today. Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price ...moreless (You can now subscribe to our ETMarkets WhatsApp channel) (What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today. Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price ...moreless Can Securities Market Code fix gaps in stock market regulation? Why Sanjeev Bikhchandani now depends more on Zomato than on jobs Why Jio BlackRock is taking a U-turn to reach investors 98 million SIP accounts power Indian equities. What if they stop? First-time buyers, entry cars: The missing links in India’s auto boom How this man proved M&As need not be disasters even if tough 1 2 3

**Companies:** Samsung, SK Hynix
**Countries:** South Korea, India, United States

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/markets/us-stocks/news/samsung-sk-hynix-earn-more-profit-than-all-of-listed-india-inc/articleshow/131025961.cms)

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