Samsung Reports Record 57.2 Trillion Won Quarterly Operating Profit

Samsung Electronics reported a record first-quarter operating profit of 57.2 trillion won, representing a 753 percent increase year-over-year. Consolidated revenue reached 133.9 trillion won, beating market expectations from Refinitiv Limited and LSEG SmartEstimate. The financial surge was primarily driven by the semiconductor division, where income rose 49-fold to 53.7 trillion won due to industry-wide price increases and global demand for high-value AI memory chips.

To capitalize on this growth, the company began mass-producing HBM4 and SOCAMM2 chips for Nvidia's Vera Rubin platform. Samsung intends to ship HBM4E samples in the second quarter and expand 2nm chip production for mobile devices in the latter half of 2026. Despite signing multi-year binding contracts, executives warned that supply will likely lag behind customer demand through 2027 because of factory construction lead times.

Other business segments showed mixed results. While premium products boosted revenue for the mobile division, rising component costs led to a 34.88 percent year-over-year decline in its operating profit. The display and network divisions also experienced profit reductions. Meanwhile, the company is coordinating with the South Korean government to secure stable power supplies and managing potential production disruptions as the National Samsung Electronics Union considers striking over pay.