The positive earnings forecast in the interim report signals a profit inflection point, and the humanoid robot sector is ushering in a new era of industry synergy.
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Samsung released its Q2 earnings forecast: operating profit increased by over 1800% year-on-year, with single-quarter profit exceeding the total of the previous three years.
BlockBeats reported on July 7th that global semiconductor giant Samsung Electronics released extremely strong preliminary financial results for the second quarter. Data shows that, driven by the powerful wave of artificial intelligence (AI), the world's largest memory chip manufacturer is experiencing its most prosperous profit cycle in history. According to the financial report, Samsung's operating profit in the second quarter surged 1810.2% year-on-year, reaching 89.4 trillion won (approximately US$58 billion). This figure not only far exceeded the market's previous expectation of 84.2 trillion won, but also remarkably surpassed the company's total profit for the three years from 2023 to 2025. At the same time, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. Following Samsung Electronics' earnings forecast, SanDisk (SNDK.O) and Micron Technology (MU.O) saw their US-listed shares decline in after-hours trading. Samsung's explosive performance directly benefits from the near-"thirsty" orders for high-performance memory chips from AI data centers. Industry giants like Nvidia and OpenAI have repeatedly stated publicly that the shortage of memory chips has become a core bottleneck for current AI development. Because major manufacturers prioritize the production capacity of high-bandwidth memory (HBM), which is designed specifically for AI and offers higher profits, this has conversely squeezed the conventional memory space needed for smartphones, PCs, and enterprise servers. This "capacity squeeze" effect has led to a severe shortage in the global memory market. HSBC data shows that in the second quarter of 2026, the average selling price of DRAM increased by more than 40% compared to the previous quarter, and NAND prices increased by more than 50%; Citi Research gives even higher estimates, at 44% and 53% respectively. Analysts generally believe that this "seller's market" will continue at least until 2027, giving Samsung and its long-time rivals SK Hynix and Micron Technology extremely strong pricing power.
The market ignored Samsung's impressive earnings forecast, and Samsung Electronics opened down 3%.
According to BlockBeats, on July 7th, based on Bitget market data, the South Korean KOSPI index opened down 96.78 points, or 1.2%, at 7954.55 points on Tuesday, July 7th. Samsung Electronics fell 3%, and SK Hynix fell 1%. Previously, Samsung released its Q2 earnings forecast, showing that its operating profit increased by over 1800% year-on-year, with single-quarter profit exceeding the total of the previous three years. At the same time, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won.
Morningstar: Samsung Electronics' revenue forecast may disappoint investors.
According to BlockBeats, on July 7th, Morningstar analyst Jing Jie Yu stated that investors may have been slightly disappointed with Samsung Electronics' revenue forecast. He pointed out that Samsung Electronics' projected operating profit met market expectations, but its revenue forecast of 171 trillion won was slightly below the average expectation. This weaker-than-expected performance may be due to a lower-than-expected increase in DRAM prices. This could have spooked investors who increasingly anticipated a structural strengthening of memory chip prices. As investors became more cautious, Samsung Electronics' stock closed down 6.9%, narrowing its year-to-date gains to slightly below 150%.
Samsung will release its preliminary Q2 financial results tomorrow: profits are expected to surge 18 times, with executives boasting that "one year's profits are equivalent to 40 years' worth."
According to BlockBeats, Samsung Electronics will release its preliminary Q2 2026 results on July 7th, while SK Hynix will list its ADRs on Nasdaq on July 10th. With these two major events for South Korea's semiconductor giants, the market is highly focused on the industry's health and the impact of AI chip demand on earnings. According to a compilation of forecasts from 30 analysts by the London Stock Exchange Group (LSEG), Samsung Electronics' Q2 operating profit is expected to be approximately 86 trillion won (about US$56.3 billion), with some brokerages predicting as high as 90 trillion won, representing a year-on-year increase of approximately 17-18 times, potentially marking its best quarterly performance in recent years. Prior to the preliminary earnings release, Samsung Electronics management has already released positive signals. Kim Yong-kwan, President of Business Strategy for Samsung Electronics Device Solutions (DS) division, stated at an internal all-hands meeting on July 3rd that the company's full-year 2026 operating profit is expected to meet market consensus expectations. Currently, the market generally expects Samsung Electronics' full-year operating profit to be approximately 300 trillion won (about US$200 billion), with improvements in AI servers, high-bandwidth memory (HBM), and wafer foundry business considered the main drivers of growth. Kim Yong-kwan also stated, "This year's profit will exceed the total cumulative profit of our 40 years in the semiconductor business." Industry insiders believe this is a rare instance of Samsung Electronics management proactively making a positive statement about the full-year profit outlook before officially disclosing the results, reflecting the company's strong confidence in the recovery of its AI-driven semiconductor business and its overall performance growth for the year. With the release of Samsung's financial report and the upcoming listing of SK Hynix's ADRs, the South Korean semiconductor sector will be entering its most important market observation window in the near future.
Samsung Electronics' operating profit this year is expected to exceed the cumulative total of the past 40 years, and the second quarter may set a new record for the highest operating profit in the history of global technology companies.
According to Mars Finance, on July 6th, Kim Yong-kwan, head of the semiconductor business's operational strategy at Samsung Electronics, released optimistic signals at a departmental meeting on July 3rd, stating that this year's operating profit will meet market expectations, and adding that "the cumulative profit over the past 40 years of the semiconductor business is less than this year's profit alone." The market currently expects Samsung Electronics' full-year operating profit for 2026 to be approximately 300 trillion won, with a consensus expectation of 84.6 trillion won for the second quarter—if realized, this would surpass Nvidia's record of $53.536 billion in the first quarter of this year, setting a new record for the highest single-quarter operating profit for a global technology company. Kim Yong-kwan also emphasized that the company continues to invest over 40 trillion won in capital expenditure annually and plans to further expand its investment scale to cope with the continued expansion of demand for AI semiconductors. The combined performance of South Korea's two semiconductor giants is equally remarkable. SK Hynix's second-quarter operating profit is expected to be around 64.4 trillion won, bringing the combined total for both companies to approximately 149 trillion won, approaching 150 trillion won. However, some market analysts point out that the storage sector's stock prices have recently shown signs of peaking and declining. Whether they can rise further depends on whether the earnings significantly exceed expectations. The size and duration of long-term supply contracts and the price trend of storage in the second half of the year will be key variables to watch. Furthermore, SK Hynix's ADRs will be listed on July 10th. HSBC has raised its target price from 2.9 million won to 4 million won, believing that the ADR listing will improve accessibility for global investors and could bring a valuation premium of approximately 20%. JPMorgan Chase points out that the second-quarter earnings season will be a watershed moment for reassessing the storage cycle.
A suspected insider address bought Meme coin (CZ) at a low point and then began selling, accumulating a profit of approximately $374,000.
According to Mars Finance, on July 5th, on-chain analyst Ai Yi (@ai_9684xtpa) monitored that a suspected insider address bought CZ at a low point when its market capitalization was only about $150,000 and has now begun selling. On-chain data monitoring shows that address 0xf34…fddee spent only $756.8 to buy 5.108 million CZ yesterday, with a purchase cost of approximately $0.0001481. Ten minutes ago, this address sold 25% of its holdings at a price of $0.06853, making a profit of approximately $87,000. Currently, this address has accumulated a profit of approximately $374,000, with a return rate of 49,421.1% including unrealized gains.