Overview
- Samsung said Tuesday its first‑quarter operating profit is estimated at 57.2 trillion won, with revenue at 133 trillion won.
- Analysts credit the jump to strong demand for memory chips that power AI training and inference, alongside Samsung’s series production of high‑bandwidth memory for customers like Nvidia, Google and AMD.
- South Korean markets opened higher on the news, with the Kospi up about 2.4% early as Samsung shares rose before giving back part of the gain.
- Geopolitical risks cloud the outlook as the Iran war and a blocked Strait of Hormuz threaten South Korea’s energy supplies and chip inputs such as helium.
- The figures are provisional and final results will follow later this month, while Samsung pursues multi‑year supply deals as investors weigh component shortages, chip price swings and new tools like Google’s TurboQuant that could cut memory needs.