Samsung Electronics and SK hynix anticipate record-breaking first-quarter profits. Analysts expect the combined operating profit for both companies to reach nearly 70 trillion won ($46 billion).
Soaring demand for high bandwidth memory (HBM) chips used in AI data centers drives the surge. This performance signals a significant upcycle in the global semiconductor industry.
Samsung projects an operating profit of 38.1 trillion won. This figure represents a nearly sixfold increase over the previous year. SK hynix forecasts an operating profit of 31.6 trillion won. This total marks a more than fourfold rise compared to the same period last year.