Samsung could post a record quarterly operating profit.
Samsung Electronics is forecast to reach ₩206.64T (~$148B) in Q3 revenue, with operating profit of ₩116.38T (~$83B)—for the first time possibly exceeding the ₩100T (~$71.7B) mark.
The key driver is HBM and DRAM for AI, as average export DRAM prices rose by up to 36.6% from May to July.
Meanwhile, SK Hynix is forecast to achieve ₩101.76T (~$73B) in revenue and ₩79.16T (~$56.7B) in operating profit.
The AI boom is turning the memory industry into:
“You need more GPUs?”
“Cool. First, you need our RAM.” 💀
Samsung + SK Hynix are directly benefiting from the AI infrastructure rush. Could memory become one of the biggest bottlenecks of the AI boom? 👀
#Samsung #SKHYNIX #Aİ #Semiconductors #stocks
Samsung Electronics is forecast to reach ₩206.64T (~$148B) in Q3 revenue, with operating profit of ₩116.38T (~$83B)—for the first time possibly exceeding the ₩100T (~$71.7B) mark.
The key driver is HBM and DRAM for AI, as average export DRAM prices rose by up to 36.6% from May to July.
Meanwhile, SK Hynix is forecast to achieve ₩101.76T (~$73B) in revenue and ₩79.16T (~$56.7B) in operating profit.
The AI boom is turning the memory industry into:
“You need more GPUs?”
“Cool. First, you need our RAM.” 💀
Samsung + SK Hynix are directly benefiting from the AI infrastructure rush. Could memory become one of the biggest bottlenecks of the AI boom? 👀
#Samsung #SKHYNIX #Aİ #Semiconductors #stocks