{"id":572004,"date":"2026-07-06T18:47:13","date_gmt":"2026-07-06T18:47:13","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/572004\/"},"modified":"2026-07-06T18:47:13","modified_gmt":"2026-07-06T18:47:13","slug":"samsungs-ai-earnings-could-decide-chip-stocks-next-move","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/572004\/","title":{"rendered":"Samsung’s AI Earnings Could Decide Chip Stocks’ Next Move"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

Samsung Electronics (SSNLF<\/a>), the world’s largest memory chipmaker, is expected<\/a> to deliver another major signal for the global AI trade when it reports preliminary second-quarter results on Tuesday. Analysts tracked by Bloomberg project operating profit of 84.3 trillion won, or $55.1 billion, for the quarter ended June, an 18-fold jump from a year earlier and higher than Samsung’s profit for all of 2025. Revenue is forecast to rise 127% to a record 169 trillion won, raising the stakes for investors after a sharp rally in global chip stocks began to show signs of turbulence. <\/p>\n

The key driver remains surging demand for high-performance memory chips used to train and run large AI systems such as Anthropic’s Claude and OpenAI’s ChatGPT. That demand has helped create a global supply crunch, lifting memory prices and margins for Samsung and SK Hynix (HXSCL<\/a>), its South Korean memory-chip peer. HSBC said average DRAM selling prices rose more than 40% in the April-June quarter from the previous quarter, while NAND prices jumped more than 50%. Samsung Group and SK Group are also planning two chipmaking plants each in southwest South Korea for a combined 800 trillion won, as the industry races to expand capacity. <\/p>\n

Investors may see Samsung’s results as a key test of whether the AI memory boom still has room to run after the stock doubled last quarter and climbed more than 160% this year. The setup remains demanding, with Samsung recently falling nearly 9% over five sessions as volatility across major semiconductor stocks hit the highest level since 2020. A result near consensus could support confidence in the memory cycle, especially after Micron Technology (NASDAQ:MU<\/a>), a U.S. memory-chip maker, issued a quarterly sales forecast above Wall Street estimates. Still, investors will likely watch closely for signs of slowing price momentum, high-bandwidth memory demand, and whether lofty expectations leave Samsung with little room for disappointment. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the world’s largest memory chipmaker, is expected to deliver…\n","protected":false},"author":2,"featured_media":572005,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,18,243797,19,17,128819,30725,243796,82],"class_list":["post-572004","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-eire","tag-global-ai-trade","tag-ie","tag-ireland","tag-memory-prices","tag-samsung-electronics","tag-samsung-group","tag-technology"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/572004","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=572004"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/572004\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/572005"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=572004"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=572004"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=572004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}