Samsung has kicked off 2026 with its strongest quarter on record. Samsung reported KRW 133.9 trillion in revenue, up a staggering 43 percent from the previous quarter, while operating profit climbed to KRW 57.2 trillion.

Device Solutions unit was the backbone of this performance. Sales nearly doubled quarter on quarter, with memory alone setting new internal records.

The company has already begun mass shipments of next gen HBM4 and SOCAMM2, targeting platforms like NVIDIA’s upcoming AI systems. At the same time, it is pushing ahead with PCIe Gen6 SSDs aimed at data center workloads.

Samsung Foundry earnings dipped due to seasonal softness, though Samsung continues to lock in high performance computing clients and advance its roadmap toward 2nm and beyond.

The 1.4nm node remains on track, signaling long-term ambition despite near-term fluctuations.

Samsung’s system LSI showed signs of recovery, driven by stronger system-on-chip sales. The company is now aiming for more flagship design wins and expanding its 200MP sensor footprint.

Device eXperience division delivered steady growth, with revenue rising 19 percent. Flagship launches played a role and Samsung is leaning harder into premium devices while tightening costs, maintaining profitability despite rising component prices.

MX business is expected to cool slightly in Q2 as launch momentum fades, but Samsung is betting on a broader lineup, including refreshed A series models

Samsung is no longer just benefiting from cyclical recovery in memory. It is riding a sustained shift toward AI driven infrastructure, where demand for advanced memory and storage is becoming foundational.

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