Samsung Electronics (005930)
Samsung Electronics (005930) is the world’s largest memory chipmaker and a vertically integrated electronics group, spanning DRAM, NAND, and HBM memory, contract foundry, smartphones, displays, and Harman. In ETFpedia it anchors the Korea Manufacturing Core Alliance theme as one of the few firms that can make AI memory and leading-edge logic at scale.
| Ticker | 005930 |
|---|---|
| Exchange | KOSPI |
| Sector | Technology · Memory, Foundry & Consumer Electronics |
| Country | South Korea |
| Wikidata | Q20718 |
| Last updated | 2026-06-04 |
Next event:Next report · H1 2026 반기보고서 (semi-annual report), estimated · Estimated from Korea's 45-day semi-annual filing deadline; not company-confirmed. Last report: Q1 2026 분기보고서 filed 2026-05-15. (source)
Latest reported quarter:Q1 2026 (ended Mar 31, 2026) (reported2026-05-15)
Samsung posted record Q1 2026 consolidated revenue of ₩133.87 trillion, up 69% year over year, and record operating profit of ₩57.23 trillion, up 756%, as the AI memory boom drove the Device Solutions chip division to roughly 93% of group profit. Net income reached ₩47.23 trillion.
| Revenue | ₩133.87T+69%YoY |
|---|---|
| Operating profit | ₩57.23T+756%YoY · Company record; exceeds full-year FY2025 |
| Net income | ₩47.23T+474%YoY |
| DS (chip) operating profit | ₩53.7T · ~93% of group operating profit |
Revenue by segment
| DS (Device Solutions · memory, foundry, system LSI) | ₩81.7T · 61%of revenue+225% YoY |
|---|---|
| MX / Networks (mobile) | ₩38.1T |
| VD / DA (visual display & appliances) | ₩14.3T |
| SDC (Samsung Display) | ₩6.7T |
Recent & upcoming events
- · FY2025 annual results filed.Full-year 2025 revenue of ₩333.61T (+11%), operating profit ₩43.60T (+33%), and net income ₩45.21T (+31%), as the memory upcycle accelerated through the year. (source)
- · Record Q1 2026 and first HBM4 sales.Operating profit hit a record ₩57.23T, surpassing all of FY2025; Samsung began the industry's first mass sales of HBM4 and SOCAMM2 for Nvidia's Vera Rubin platform. (source)
Segment revenue is from Samsung's Q1 2026 earnings release; consolidated totals are from the DART 분기보고서. Samsung reports by division (DS/DX/SDC/Harman); divisional operating profit beyond DS is not separately broken out.
Figures are as of 2026-05-15 and reflect the most recent public filings/IR releases; they are updated after each earnings report.
What does Samsung Electronics do?
Samsung Electronics runs four divisions. Device Solutions (DS) makes the memory and logic chips: DRAM, NAND flash, high-bandwidth memory (HBM) for AI accelerators, and a contract foundry that builds chips to other companies’ designs. Device eXperience (DX) covers the consumer side, with the MX mobile business that makes Galaxy phones plus TVs and home appliances. Samsung Display (SDC) supplies OLED and other panels, and Harman makes connected-car and audio systems. The center of gravity is memory. In Q1 2026 the DS chip division alone brought in ₩81.7 trillion of revenue and roughly 93% of group operating profit (Samsung IR), a reminder that Samsung is, financially, a memory company wrapped in a consumer-electronics brand.
Why is Samsung Electronics a Korea manufacturing company?
The Korea Manufacturing Core Alliance theme bundles Korean industrial leaders that are hard to design out of a US-aligned supply chain, and Samsung sits at its center. Only three companies in the world make HBM at scale, and only two run leading-edge logic foundries. Samsung is one of the few that does both. That dual capability is the structural reason an AI build-out cannot easily route around Korea. In Q1 2026 Samsung began the industry’s first mass sales of HBM4 and SOCAMM2 for Nvidia’s Vera Rubin platform (Samsung IR), placing it directly in the AI accelerator supply chain alongside its Korean memory rival SK Hynix.
What did Samsung Electronics report most recently?
In Q1 2026 (the quarter ended March 31, 2026), Samsung posted record consolidated revenue of ₩133.87 trillion, up 69% year over year, and record operating profit of ₩57.23 trillion, up 756%, with net income of ₩47.23 trillion, up 474% (DART 분기보고서). The single-quarter operating profit exceeded the company’s entire FY2025 result of ₩43.60 trillion. The driver was memory: the AI boom pushed up HBM and server-DRAM prices, lifting DS division operating profit roughly 48-fold to about ₩53.7 trillion.
Q1 2026 operating profit of ₩57.2 trillion ($39bn) “exceeds the company’s FY25 full-year total” of ₩43.6 trillion.
For the full year 2025, Samsung reported revenue of ₩333.61 trillion (+11%), operating profit of ₩43.60 trillion (+33%), and net income of ₩45.21 trillion (+31%) (DART 사업보고서), a year that set up the steep Q1 2026 acceleration as memory prices climbed.
What are the risks for Samsung Electronics?
- Memory cyclicality. Memory is famously boom-and-bust. The same pricing leverage that produced record Q1 2026 profit works in reverse when supply catches up with demand, and a single division (DS) now carries most of group earnings.
- Foundry competitiveness. Samsung’s logic foundry trails the market leader in advanced-node share, and earnings there fell on seasonal weakness in Q1 2026 even as memory soared.
- Concentration in AI memory. Heavy reliance on HBM demand ties earnings to a handful of AI accelerator customers and to the pace of data-center capital spending.
- Geopolitics and trade. As a Korean chipmaker with US and Chinese exposure, Samsung is sensitive to export controls, tariffs, and the shifting rules of a decoupling supply chain.
Related securities, concepts & terms
- Korea Manufacturing Core Allianceparent
- SK Hynix (000660)sibling
Related indices & ETFs
Frequently asked questions about Samsung Electronics
What does Samsung Electronics do?
Samsung Electronics is the world's largest memory chipmaker and a vertically integrated electronics group. It runs four divisions: Device Solutions (DS), which makes DRAM, NAND flash, high-bandwidth memory, and runs a contract logic foundry; Device eXperience (DX) for smartphones (MX), TVs, and home appliances; Samsung Display (SDC) for OLED and other panels; and Harman for connected-car and audio systems. In Q1 2026 the DS chip division alone generated ₩81.7 trillion of revenue (Samsung IR).
Why is Samsung Electronics part of the Korea manufacturing theme?
Samsung is the AI-memory and foundry anchor of the allied manufacturing base. It is one of only three firms that can make high-bandwidth memory (HBM) for AI accelerators at scale and one of two with leading-edge logic foundry capacity, which makes it structurally hard to replace in a US-aligned semiconductor supply chain. In Q1 2026 it began the industry's first mass sales of HBM4 for Nvidia's Vera Rubin platform (Samsung IR).
What was Samsung Electronics' latest revenue?
Samsung reported record consolidated revenue of ₩133.87 trillion in Q1 2026 (the quarter ended March 31, 2026), up 69% year over year, with record operating profit of ₩57.23 trillion (+756%) and net income of ₩47.23 trillion (+474%) (DART 분기보고서). The single-quarter operating profit exceeded the company's entire FY2025 result of ₩43.60 trillion.
When does Samsung Electronics next report earnings?
Korean issuers do not pre-announce earnings dates. Samsung's next regulatory filing is the H1 2026 반기보고서 (semi-annual report), due around August 14, 2026 under Korea's 45-day semi-annual deadline. That date is estimated, not company-confirmed. Samsung last filed its Q1 2026 분기보고서 on May 15, 2026 (DART).
Sources & references
- 삼성전자 분기보고서 (2026.03) · Q1 2026 quarterly report · Samsung Electronics / DART (FSS), 2026-05-15
- 삼성전자 사업보고서 (2025.12) · FY2025 annual report · Samsung Electronics / DART (FSS), 2026-03-10
- Samsung Electronics Announces First Quarter 2026 Results · Samsung Electronics (Samsung Global Newsroom), 2026-04-30
- Samsung profit surges over eightfold as AI boom fuels memory chip crunch · CNBC, 2026-04-30
- Samsung Electronics Q1 '26 operating profit exceeds company's FY25 full-year total · Data Center Dynamics, 2026-04-30