Samsung posted a record quarter with revenue at a new peak and operating profit more than doubling, driven by its Memory unit's high-bandwidth AI chips that delivered a 43% margin, well above forecasts, thanks to higher prices and an AI-heavy product mix. The company also completed cancellation of over 87 million shares while noting stronger-than-expected conventional server demand tied to agentic AI workloads. Management flagged margin pressure ahead in smartphones and TVs, guided for substantially higher CapEx, and highlighted new 2nm and silicon photonics wins as it expands its AI portfolio beyond memory.

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Company: Samsung Electronics Co., Ltd. (SSNLF) — Q1 FY2026

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