三星业绩成AI芯片行情关键考验，Q2营业利润预计激增18倍

Odaily Planet Daily News: Memory chip manufacturer Samsung Electronics is about 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 US dollars), an increase of 18 times compared with the same period last year, and exceeding the full-year profit of 2025. Revenue is expected to increase by 127% to a record 169 trillion Korean won. Since June, due to market concerns about intensified competition, potential overcapacity, and the return on huge AI investments, chip stocks have experienced multiple sharp corrections, which has further enhanced the importance of Samsung's performance this time. With market expectations already at a high level, there is very little room for the company to disappoint.

Dave Mazza, CEO of Roundhill Financial, said: "Samsung's performance comes at a time when the market is simultaneously questioning the supply and demand logic of memory chip investment. If the performance is close to market expectations, it will help quell the controversy and be beneficial to Samsung." (Jinshi)