Samsung projects 2026 profit to exceed 40-year accumulated total, driven by AI demand

Samsung projects a notable increase in its operating profit during the second quarter of 2026. This growth is not linked to smartphone sales but rather to the high global demand for semiconductor components used in artificial intelligence, according to estimates released by Reuters. This advancement suggests that AI has begun to determine the pace of the semiconductor industry almost immediately.

Impact of AI on memory consumption

The expansion of artificial intelligence in data centers and cloud services has significantly changed worldwide chip consumption. As a major volume memory manufacturer, Samsung is expected to report an operating profit estimated at 8.6 trillion won (equivalent to US$ 6.35 billion or R$ 31.75 billion), according to LSEG projections. In contrast, last year's result was only 470 billion won (US$ 361.5 million / R$ 1.81 billion), signaling a drastic shift in the sector's cycle. Analysts consulted by Reuters point out that supply capacity has not yet kept pace with how quickly demand grew.

Price increases and component shortages

The supply shortage was not limited to the most advanced chips, also affecting more standardized memories, which directly impacted prices. During the quarter, both DRAM and NAND saw strong appreciation. Furthermore, HBM remains essential in various AI applications, while data centers are increasing memory usage per processed task. The global supply chain is operating very close to its maximum productive capacity.

Competition in the global semiconductor market

Samsung supplies chips to major corporations such as Nvidia, Google, and Apple, positioning itself at the core of AI infrastructure. This progress has also benefited competitors like SK Hynix and Micron, which recorded significant appreciations throughout the year. A report cited by Reuters, issued by JPMorgan, emphasizes that the growth in AI infrastructure spending needs to demonstrate sustainability. However, there is a clear risk: any reduction in AI investments could directly affect the need for memory.

Internal factors and business pressure

Despite the positive outlook, there are internal elements that could negatively influence the financial results. Samsung may be affected by provisions related to bonuses in its semiconductor division, which will impact the quarterly closing. Additionally, rising memory costs are beginning to put pressure on the smartphone division, resulting in increased expenses and decreased profit margins. Despite these challenges, results are expected to be disclosed this month, confirming another robust period for the company in the global competition for artificial intelligence.