Samsung Electronics and SK Hynix Soared to Record-Breaking Profits in the Second Quarter of This Year

*This content was translated by AI.

Samsung Electronics and SK Hynix have once again achieved the honor of "record-breaking profits" in the second quarter of this year.

While Samsung Electronics recorded its third consecutive quarter of record-high profits, it generated operating profits exceeding 89 trillion won solely from its semiconductor business. Meanwhile, its finished product divisions, including mobile and home appliances, posted a loss of approximately 800 billion won for the first time in the company's history due to rising semiconductor component costs.

On the 30th, Samsung Electronics disclosed that its preliminary consolidated operating profit for the second quarter of this year reached 89 trillion 492.4 billion won, representing a 1,813.8% increase compared to the same period last year.

Revenue totaled 171 trillion 499.5 billion won, marking a 130% increase from the previous year's corresponding period. Both operating profit and revenue have surpassed record quarterly highs for three consecutive quarters.

SK Hynix also shattered its own records by surpassing 60 trillion won in operating profits for the second quarter of this year.

On the 29th, SK Hynix announced that its preliminary consolidated operating profit for the second quarter reached 60 trillion 542.6 billion won, a 557.2% increase from the same period last year. The company reported an operating profit margin of 76%.

Revenue amounted to 79 trillion 318.7 billion won, reflecting a 256.8% increase over the same period. Net income surged by 1,242.5% to 93 trillion 922.6 billion won. Although this quarter's operating profit exceeded SK Hynix's full-year operating profit from last year (47 trillion 206.3 billion won), it fell short of Yonhap Infomax's market forecast of 63 trillion 552.6 billion won by 4.7%.

Cumulative revenue for the first half reached 131 trillion 895 billion won, surpassing the 100th trillion won threshold for the first time on a semi-annual basis. Cumulative operating profit during the same period totaled 98 trillion 152.9 billion won, nearing the 100th trillion won mark.

Samsung Electronics' Device Solutions (DS) division, responsible for its semiconductor business, achieved record-breaking results with revenue of 127 trillion 500 billion won and operating profits of 89 trillion 200 billion won.

The memory segment capitalized on the growing demand driven by the spread of agentic artificial intelligence (AI), focusing on server-oriented products to achieve its best-ever quarterly performance. The company strengthened its technological competitiveness by expanding supply of differentiated HBM4 and shipping HBM4E samples for the first time in the industry.

The foundry business saw improved results, with revenue increasing due to rising demand from customers in North America and products based on HBM base dies.

The Device eXperience (DX) division, which oversees mobile (MX) and finished product businesses such as TVs and home appliances, recorded a loss of 800 billion won with revenue of 48 trillion won, impacted by rising component costs.

The MX business unit saw revenue growth compared to the previous year due to strong sales of flagship products centered on the Galaxy S26 series and favorable performance of the A-series. However, operating profits declined amid increased cost burdens.

The TV division (VD) improved both revenue and profitability compared to the prior year by proactively responding to demand from major sports events and launching new products. In home appliances, revenue grew quarter-on-quarter due to preparations for the peak air conditioning season, but profits declined due to rising costs.

Meanwhile, Samsung Electronics plans to lead the market by expanding sales of HBM4E, including high-performance HBM4E, DDR5, SOCAMM2, and eSSD products.

SK Hynix analyzed that the surge in semiconductor demand driven by expanded investments in artificial intelligence (AI) infrastructure has led to price increases for high-performance products used in AI servers.

SK Hynix stated, "Both DRAM and NAND flash recorded significant price increases following the previous quarter," adding, "By focusing sales on high-value-added products such as high-bandwidth memory (HBM), DRAM for AI servers, and eSSD, we achieved maximum profitability."

The company also announced that it has finalized long-term supply agreements with over 10 customers, including key clients, and is continuing discussions with major customers.

SK Hynix noted, "As major big-tech companies expand their AI infrastructure investments, additional supply requests are pouring in." It further predicted, "Since these investments are based on profits generated from AI services, the growth trend in memory demand is expected to continue."

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*This content was translated by AI.