三星利润暴增19倍，AI驱动存储需求

Samsung just reminded everyone that AI runs on memory too.

They just flagged a 19-fold profit jump, a $58.44B quarterly profit.

AI made this possible by turning memory from a cheap cycle into scarce infrastructure. DRAM prices rose 44% quarter over quarter, while NAND prices rose 53%.

For market share, Counterpoint said Samsung led DRAM and HBM combined in Q1 2026 with 38%, ahead of SK Hynix at 29%. Samsung also led NAND flash in Q1 2026 with 29%, ahead of SK Hynix at 18%.

reuters .com/world/asia-pacific/samsung-estimates-19-fold-rise-q2-operating-profit-beating-expectations-2026-07-06/