Samsung's Performance Becomes Key Test for AI Chip Market, Q2 Operating Profit Expected to Surge 18-Fold

Odaily Planet Daily News Memory chip manufacturer Samsung Electronics is set to announce its second-quarter performance on Tuesday. According to the average forecast of analysts, the preliminary operating profit is expected to be 84.3 trillion Korean won (approximately 55.1 billion USD), an 18-fold increase compared to the same period last year, exceeding the full-year profit for 2025. Revenue is expected to grow by 127%, reaching a record 169 trillion Korean won. Since June, chip stocks have experienced multiple sharp corrections due to market concerns over intensifying competition, potential overcapacity, and the return on massive AI investments. This makes Samsung's upcoming performance even more critical. With market expectations already at a high level, there is very limited room for the company to disappoint.

Roundhill Financial CEO Dave Mazza stated: "Samsung's performance comes at a time when the market is simultaneously questioning the investment logic of memory chips from both the supply and demand sides. If the performance is close to market expectations, it will help quell the controversy and be beneficial for Samsung." (Jin Shi)