Samsung Electronics Q2 2026 Profit Outlook
Samsung Electronics (KS:005930) forecast a record‑high operating profit of 89.4 trillion won (approximately $58.43 billion) for the quarter ending 30 June 2026, representing a more‑than‑19‑fold increase from the 4.68 trillion won recorded a year earlier and surpassing Bloomberg’s consensus estimate of 84.2 trillion won. This profit level would be the company’s largest ever and marks the third consecutive quarter of record earnings.
Revenue for the same period is projected to more than double, reaching 171 trillion won, up from 74.57 trillion won in the comparable quarter of the prior year. The dramatic top‑line growth is attributed primarily to outsized demand from the artificial‑intelligence (AI) sector, which has driven up orders for high‑bandwidth memory and conventional DRAM products, tightening supply and lifting memory prices across the board.
Samsung remains a major supplier to NVIDIA Corporation, providing memory components that support NVIDIA’s AI GPUs, and is concurrently deploying those GPUs in its own data‑center deployments. The core memory business is expected to be the primary profit driver for the quarter.
Conversely, the foundry division is anticipated to post potential losses due to increased bonus expenses following a significant payout to workers across the chips division in May. Additionally, the smartphone and broader electronics businesses are expected to encounter headwinds as rising memory‑related costs pressure consumer demand.
Samsung indicated that the full second‑quarter earnings release will be made public on 30 July 2026.