韓国の半導体大手であるサムスン電子とSKハイニックスは、2026年3月期の四半期決算において合計597億ドルの利益を計上しました。この数字は、過去のどの四半期においてもインドの全上場企業の合計利益を上回るものです。人工知能（AI）関連のメモリチップに対する旺盛な需要が、この業績を牽引しました。
両社は、世界的なAIインフラ投資の拡大を背景に、記録的な収益を達成しました。データセンターや高度なコンピューティングシステムに不可欠な部品であるメモリチップが、利益急増の中核を担いました。
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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.
Asian markets surged on June 25 after Micron Technology projected robust future demand during its fiscal third quarter earnings call. The chipmaker's shares rose sharply, boosting confidence in the AI trade. Falling oil prices added to the positive sentiment across regional bourses.
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South Korea's exports jumped 53 percent from a year earlier to a record $87.8 billion in May, driven by the semiconductor supercycle.
Seoul stocks opened at a fresh record high Friday after surging past 9,000 the previous day, boosted by a continued chip rally amid an artificial intelligence boom.
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India has regained its position as the sixth largest economy by market capitalization following a sharp decline in South Korea's stock market. The shift came after major South Korean companies saw steep losses in value. Indian markets showed relative stability amid the changes.