Category: IR Room

💡 3-Second Summary Driven by strong AI server semiconductor demand, Samsung Electronics posted consolidated revenue of KRW 171.5T and operating profit of KRW 89.5T in Q2 2026. For H2 2026, the company plans to expand HBM4 supply and begin mass production of 2nm 2nd-generation mobile chips, while the DX division focuses on cost optimization and…

Read More “[IR] Samsung Electronics (005930) – Q2 2026 Earnings Presentation / 2026-07-30” »

Market: KOSPI (000660) 💡 3-Second Summary SK hynix reported Q2 2026 revenue of KRW 79.32T and an operating profit of KRW 60.54T (76% OPM), while initiating HBM4 volume shipments in Q2, expanding 321-layer NAND capacity, and pulling in the M15X ramp-up timeline to capture expanding Agentic AI memory demand. 📊 1. [Key Guidance & Quantitative…

Read More “[IR] SK hynix (000660 / SKHY) – Q2 2026 Earnings Presentation / 2026-07-29” »

💡 3-Second Summary Driven by robust AI memory demand and higher ASPs, Samsung Electronics posted consolidated revenue of KRW 133.9T and operating profit of KRW 57.2T in Q1 2026. The company commenced mass production sales of HBM4 and SOCAMM2 for NVIDIA’s Vera Rubin platform and plans to maintain its technology leadership through HBM4E sample shipments…

Read More “[IR] Samsung Electronics (005930) – Q1 2026 Earnings Presentation / 2026-04-30” »

💡 3-Second Summary Samsung Electro-Mechanics posted Q1 2026 revenue of KRW 3.2091T and operating profit of KRW 280.6B driven by expanding sales in AI server and automotive components, while focusing on high-end product development, timely supply execution, and customer diversification in Q2. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2. [Business Strategy & Future…

Read More “[IR] Samsung Electro-Mechanics (009150) – Q1 2026 Earnings Presentation / 2026-04-30” »

Market: KOSPI (000660) 💡 3-Second Summary SK hynix reported Q1 2026 revenue of KRW 52.58T and an operating profit of KRW 37.61T (72% OPM), while projecting sequential bit growth in Q2 (high single-digit % for DRAM, mid-teens % for NAND) alongside accelerated deployment of HBM4 and 321-layer QLC solutions. 📊 1. [Key Guidance & Quantitative…

Read More “[IR] SK hynix (000660 / SKHY) – Q1 2026 Earnings Presentation / 2026-04-23” »

Market: KOSPI (000660) 💡 3-Second Summary SK hynix posted record annual performance in FY2025 (Revenue of KRW 97.1T, Operating Profit of KRW 47.2T) and is expanding its high-value AI memory portfolio across HBM3E/HBM4 dual-supply capabilities, 1c nm DRAM migration, and 321-layer QLC eSSDs. 📊 1. [Key Guidance & Quantitative Roadmap Summary] [FY2026 Market Demand Guidance…

Read More “[IR] SK hynix (000660 / SKHY) – Q4 2025 Earnings Presentation / 2026-01-29” »

💡 3-Second Summary Driven by strong high-value memory sales and higher market prices, Samsung Electronics reported Q4 2025 consolidated revenue of KRW 93.8T and operating profit of KRW 20.1T. In 2026, the company plans to start mass shipments of 11.7Gbps HBM4 to lead the high-end AI memory market , while its Foundry division targets double-digit-or-higher…

Read More “[IR] Samsung Electronics (005930) – Q4 2025 Earnings Presentation / 2026-01-29” »

💡 3-Second Summary Samsung Electro-Mechanics posted Q4 2025 revenue of KRW 2.9021T and operating profit of KRW 239.5B, bringing full-year revenue to KRW 11.3145T , while outlining 2026 plans to expand high-end AI/automotive components and evaluate package substrate capacity expansion. 📊 1. [Key Guidance & Quantitative Roadmap] 🚀 2. [Business Strategy & Future Plans] 📝…

Read More “[IR] Samsung Electro-Mechanics (009150) – Q4 2025 Earnings Presentation / 2026-01-23” »

💡 3-Second Summary Driven by expanding HBM3E sales, rising memory ASPs, and new foldable smartphone launches, Samsung Electronics posted Q3 2025 consolidated revenue of KRW 86.1T and operating profit of KRW 12.2T. Moving forward, the company aims to scale high-value memory including HBM4 and server DDR5/SSDs, while its Foundry division focuses on scaling GAA 2nm…

Read More “[IR] Samsung Electronics (005930) – Q3 2025 Earnings Presentation / 2025-10-30” »

Market: KOSPI (000660) 💡 3-Second Summary SK hynix posted Q3 2025 revenue of KRW 24.45T and operating profit of KRW 11.38T, turning into a net cash position while accelerating HBM4 supply, 1c nm DRAM migration, and 321-layer NAND expansion to capture surging AI inference demand. 📊 1. [Key Guidance & Quantitative Roadmap Summary] [Q4 2025…

Read More “[IR] SK hynix (000660 / SKHY) – Q3 2025 Earnings Presentation / 2025-10-29” »