Samsung set for KRW 86 trillion operating profit as AI memory boom tightens supply, Tekedia says

  • Tekedia Capital LLC analysis flagged AI-driven memory shortages as a structural shift, lifting Samsung’s April-June operating profit forecast to KRW 86 trillion from KRW 4.7 trillion.
  • Tight supply pushed DRAM average selling prices up 44% quarter-on-quarter; NAND rose 53%, reinforcing pricing power for memory makers.
  • Demand broadened from HBM for model training toward conventional DRAM and NAND for inference workloads, intensified by agentic AI deployments.
  • Bonus provisioning risk could weigh on reported results; 10.5% of semiconductor operating profit earmarked for special employee bonuses.
  • Investment cycle is accelerating; Samsung and SK Hynix outlined KRW 3,200 trillion in planned South Korea capacity expansion, raising exposure to any AI capex slowdown.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Tekedia Capital LLC published the original content used to generate this news brief on July 07, 2026, and is solely responsible for the information contained therein.

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