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Memory big two poised for Q1 earnings surprise, step up business overhaul

Samsung Electronics and SK Hynix are expected to post first-quarter results above market expectations, as rising DRAM and NAND prices lift profits. Brokerages estimate Samsung’s operating profit at 41.3 trillion to 45.3 trillion won, and SK Hynix’s at 36.9 trillion to 39.4 trillion won. Samsung is linking foundry and HBM4 advances, while SK Hynix is preparing a U.S. ADR listing and discussing long-term supply contracts.