What you could know
- Samsung’s Q1 2026 income hit 133.9 trillion KRW (~$90B), leaping 43% quarter-over-quarter.
- Working revenue skyrocketed 753% YoY to 57.2 trillion KRW, pushed primarily by semiconductors.
- AI demand is the actual engine right here, pushing file gross sales in Samsung’s reminiscence division.
- Galaxy telephones nonetheless usher in money, however income are slipping regardless of a premium-focused technique.
Samsung has launched its newest earnings, and the outcomes are blended. The corporate is making massive income from the worldwide demand for AI reminiscence chips, however its cell division is struggling because the smartphone market slows down.
The corporate reported consolidated income of 133.9 trillion KRW (about $90 billion) for the primary quarter of 2026. That’s a 43% enhance from the earlier quarter.
Samsung additionally reported 57.2 trillion KRW in working revenue, which is a 753% enhance in comparison with final 12 months. The first driver of this surge was the semiconductor division, with extra contributions from Galaxy telephones.
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The AI engine beneath the hood
Samsung’s Machine Options (DS) division, which develops the reminiscence utilized in many units, earned 81.7 trillion KRW in income. The Reminiscence Enterprise set a brand new quarterly gross sales file, pushed by the AI increase that’s making conventional chips appear outdated.
Giant tech corporations and enterprise AI builders are looking for superior AI reminiscence. Samsung is assembly this demand by being the primary to mass-produce HBM4 and SOCAMM2 for NVIDIA’s Vera Rubin platform. The corporate additionally launched PCIe Gen6 SSDs as scheduled.
It’s essential to notice that restricted provide and better trade costs additionally boosted income. Nevertheless, Samsung’s concentrate on technical management helped the corporate profit much more from this example.
(Picture credit score: Nicholas Sutrich / Android Central)
The MX division, which incorporates Galaxy telephones, reported 38.1 trillion gained in income. It is a 30% enhance from final quarter, because of a concentrate on premium merchandise and cost-cutting. Nevertheless, working revenue fell by 34.88% in comparison with final 12 months.
Moreover, Samsung acknowledges that the preliminary enhance from their launch is fading. The corporate expects income to dip within the second quarter however plans to introduce new A-series units and focus extra on foldables later in 2026.
Android Central’s Take
It’s spectacular that Samsung is making a lot cash. However what does this imply for shoppers proper now? Not a lot. You’ll doubtless nonetheless pay excessive costs for the subsequent Galaxy foldable, and your present SSD won’t turn out to be cheaper simply because Samsung’s reminiscence income elevated. Most of those advantages are felt on the company degree.
Demand for AI reminiscence continues to develop. Samsung will ship its first HBM4E samples within the second quarter to take care of its lead, and the corporate expects server reminiscence demand to stay very excessive as agentic AI turns into extra frequent.
The Foundry Enterprise is making ready to extend 2nm chip manufacturing for cell merchandise within the second half of 2026. The aim is to supply quicker and extra environment friendly chips in future Galaxy units.
