Cream of the Supercycle: Samsung Expects 57.2T Won Profit Amid AI Boom

Hardware beneficiaries continue to reap super-profits. On April 7, 2026, Samsung Electronics published its preliminary earnings guidance for the first quarter. The figures are astronomical: an operating profit of about 57.2 trillion won with a revenue of 133 trillion won.

As analysts confirm, this jump (similar to the recent Foxconn report) is driven exclusively by stable demand for AI infrastructure components. Data centers require colossal volumes of high-bandwidth memory (HBM) for training and inference of ultra-large models. Big Tech continues to buy up production capacity years in advance, making Samsung the main beneficiary of the race for AGI.

Source: Samsung Electronics / Reuters