# Samsung

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#SamsungProfitBeatsNvidiaApple
Samsung Electronics has delivered one of the strongest quarterly performances in tech history, highlighting how the AI revolution is reshaping the semiconductor industry.
The company reported preliminary Q2 2026 operating profit of 89.4 trillion KRW (about $58.4 billion) on revenue of 171 trillion KRW, marking a massive year-over-year increase and its third consecutive record-breaking quarter.
The primary growth engine remains Samsung's semiconductor business. Explosive demand for AI servers, high-bandwidth memory (HBM), DRAM, and NAND storage has significantly
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🇰🇷 Korea’s semiconductor weakness could be an early warning sign for broader risk-off sentiment across both tech and crypto markets.
🔹 Shares of Samsung and SK Hynix have fallen more than 12%, driven in part by the unwinding of leveraged ETF positions and growing caution around the AI trade.
🔹 The Kimchi Premium has slipped to -1%, signaling softer retail demand for cryptocurrencies and a decline in speculative activity among Korean traders.
🔹 With major AI and semiconductor earnings approaching, upcoming results may serve as a critical catalyst that shapes sentime
BTC1.95%
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ybaser:
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$2 Trillion Club? 🕵️
Samsung just served notice. The AI memory king is no longer trailing—it is leading.
🔹 Samsung began shipping the industry's first 12‑layer HBM4E samples on May 29, following HBM4 mass production earlier this year. The new chip delivers a 20% performance boost over HBM4 and bandwidth up to 3.6 TB/s per stack, making it the premier choice for next‑gen AI systems.
🔹 Nvidia CEO Jensen Huang confirmed at GTC Taipei on June 1 that the Vera Rubin AI accelerator is in production and will use HBM4 memory from both Samsung and SK Hynix. The announcement triggered a 10% surge in S
NVDA2.39%
GS0.17%
MU-1.36%
DRAM-2.36%
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GateUser-fab8a777:
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