Samsung Posts 89.5 Trillion-Won Profit, Warns AI Memory Shortage May Last Until 2028
Updated
Updated · International Business Times · Jul 30
Samsung Posts 89.5 Trillion-Won Profit, Warns AI Memory Shortage May Last Until 2028
3 articles · Updated · International Business Times · Jul 30
Summary
89.5 trillion won in operating profit and 171.5 trillion won in revenue gave Samsung another record quarter, with management saying advanced AI memory supplies could stay tight through at least 2028.
HBM, server DRAM and enterprise SSD demand is being driven by relentless AI data-center buildouts, and Samsung said customers are increasingly seeking multi-year supply agreements to lock in future capacity.
Samsung's semiconductor division led growth with record DRAM and NAND sales, higher HBM4 shipments and first HBM4E samples sent to major customers for evaluation in next-generation AI hardware.
Rising chip prices also squeezed Samsung's mobile business into a quarterly operating loss, even as Galaxy S26 and Galaxy A sales remained healthy.
The outlook reinforces a broader industry trend: SK Hynix also posted record earnings this week, while Microsoft, Amazon, Alphabet and Meta continue pouring hundreds of billions into AI infrastructure.