tech
April 8, 2026
AI-Centric Data Centres Drive Profitable Period for Samsung
Samsung's latest projection places the company in a position where first-quarter profits alone surpass its entire operating profit for the 2025 fiscal year
TL;DR
- Samsung's first-quarter operating profit guidance of ₩57.2tn ($38bn) exceeds market expectations.
- This three-month profit projection surpasses the company's entire operating profit for the 2025 fiscal year.
- Growth is driven by the demand for AI data centres and High-Bandwidth Memory (HBM).
- Total sales increased by 68% year-over-year, indicating rapid expansion in AI hardware.
- Samsung plans to invest over ₩110tn ($73bn) in chip capacity and research to lead in AI semiconductors.
- The company is negotiating 3-5 year contracts with major customers to ensure market stability.
- Despite geopolitical pressures, the demand for AI infrastructure is shielding Samsung from immediate impact.
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