Samsung dan SK Hynix catatkan rekor laba yang melampaui seluruh perusahaan India

Produsen chip asal Korea Selatan, Samsung dan SK Hynix, melaporkan total laba gabungan sebesar $59,7 miliar untuk kuartal Maret 2026. Angka tersebut melampaui total pendapatan gabungan seluruh perusahaan India yang terdaftar di bursa pada kuartal mana pun sebelumnya. Tingginya permintaan chip memori yang terkait dengan kecerdasan buatan menjadi pendorong utama hasil tersebut.

Kedua perusahaan tersebut mencapai rekor laba ini di tengah meningkatnya pengeluaran global untuk infrastruktur AI. Chip memori, yang merupakan komponen penting dalam pusat data dan sistem komputasi canggih, menjadi inti dari lonjakan laba tersebut.

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Illustration depicting SK hynix's record Q1 profits from AI demand, with executives and glowing chips in a high-tech boardroom.
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SK hynix posts record Q1 operating profit of 37.61 trillion won

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SK hynix reported record Q1 sales of 52.58 trillion won and operating profit of 37.61 trillion won ($25.42 billion) on Thursday. The figures marked year-on-year increases of 198 percent in sales and 405.5 percent in operating profit, driven by strong AI infrastructure demand. Net profit also hit a record 40.34 trillion won ($27.3 billion).

Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.

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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.

South Korean shares opened nearly 3 percent higher on Wednesday, driven by sharp gains in blue-chip tech stocks despite Middle East uncertainties. The benchmark KOSPI jumped 162.04 points, or 2.87 percent, to 5,802.52 in the first 15 minutes of trading. Semiconductor firms led the rally following Nvidia's annual tech conference.

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A Xiaomi executive warned on an earnings call that memory prices surging 'beyond imagination' are drawing smartphone makers into a long-term price-raising cycle, after which some players may suffer significant losses or even closure. The company reported a 27 percent year-on-year drop in fourth-quarter net profit.

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