Samsung Electronics has delivered a historic financial performance for the first quarter of 2026, driven by an unprecedented surge in demand for artificial intelligence infrastructure and a robust recovery in memory component pricing. The company's semiconductor division registered a staggering revenue of 81.7 trillion won, representing an approximate 3.3-fold increase compared to the same period last year. Operating profit for the division soared to 53.7 trillion won, a monumental leap from the modest 1.1 trillion won recorded in the previous year, marking an all-time high for any single quarter.
This monumental growth was primarily spearheaded by the memory business, which generated 74.8 trillion won in revenue, climbing nearly 3.9-fold year-over-year. Tech analysts attribute this explosive growth to the mass production and commercial shipment of next-generation memory solutions tailored for artificial intelligence workloads. Notably, Samsung initiated high-volume shipments of its advanced High Bandwidth Memory 4 to key clients like NVIDIA, alongside its cutting-edge Solderable Compression Attached Memory Module 2. Furthermore, the successful development of Peripheral Component Interconnect Express Generation 6 Solid State Drives has solidified Samsung's technological leadership in the data center ecosystem.
In the server segment, shipment volumes reached unprecedented heights. Server Dynamic Random-Access Memory bit shipments increased by a low double-digit percentage compared to the previous quarter, while NAND flash bit shipments surged by a low twenty percent range. Concurrently, Average Selling Prices experienced sharp upward trajectories, with Dynamic Random-Access Memory prices rising in the low ninety percent range and NAND flash prices increasing in the high eighty percent range sequentially. This combination of volume expansion and premium pricing underscores the intense global demand for high-performance computing hardware.
