Shares of Samsung Electronics rose as a lot as 4.8% on Tuesday after the South Korean know-how large forecast document quarterly revenue amid sturdy demand for synthetic intelligence chips. Shares later pared beneficial properties to commerce up 0.52%.
In its preliminary earnings steering, Samsung projected its working revenue for the January-March quarter to achieve 57.2 trillion received ($37.8 billion), up greater than eightfold from simply 6.69 trillion received a yr in the past.
That revenue, if it involves fruition, would symbolize a quarterly document — practically thrice the earlier excessive — and would exceed estimates of 42.3 trillion received from LSEG SmartEstimate, which is weighted towards forecasts from analysts who’re extra persistently correct.
In the meantime, the corporate’s estimated consolidated income was projected to surge practically 70% from a yr in the past to 133 trillion Korean received.
Samsung’s upbeat steering was seemingly pushed by its reminiscence chip enterprise, notably demand for high-bandwidth reminiscence chips utilized in AI computing.
Its System Options division, which incorporates reminiscence chips, accounted for 39% of Samsung’s revenues and 57% of its working income in 2025.
Demand for high-bandwidth reminiscence chips has grow to be so explosive over the previous yr that it has triggered shortages throughout the reminiscence market, driving large worth and quantity spikes for reminiscence makers like Samsung.
The outcomes additionally mirror that Samsung has been strengthening its place in high-bandwidth reminiscence chips after giving up an early result in its South Korean rival SK Hynix.
The corporate is anticipated to report full earnings later this month.
