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Industry

AI-driven component stocks stay firm despite memory swings

Samsung Electronics and SK Hynix have shown sharp volatility in South Korean trading, but Samsung Electro-Mechanics and LG Innotek have been less affected, as component demand is seen as separate from memory-price moves. Concerns rose after reports that memory content for Nvidia’s next-generation Vera CPU could be reduced, but the industry view is that the change reflects supply constraints rather than weaker demand. Long-term supply agreements are also spreading.

Industry

Samsung Electronics posts Q1 operating profit of 57.2 trillion won, up 756 percent

Samsung Electronics said it posted record first-quarter results, with sales rising 69.16 percent from a year earlier to 133.9 trillion won and operating profit jumping 756.10 percent to 57.2 trillion won. Profit was driven by semiconductors as the DS division posted record sales and operating profit amid higher memory prices and growing demand for AI products. The company said currency moves also helped and R&D spending reached 11.3 trillion won.

Industry

SK Hynix to overhaul long-term supply contracts to prioritise volumes over price

SK Hynix is reviewing a new structure for long-term supply agreements, saying customers increasingly view securing volumes as a key risk. The company reported record quarterly revenue and operating profit for the first quarter of 2026 and said shortages of HBM, server DRAM and enterprise SSDs may persist, extending a price upcycle. It will bring forward the start of its Yongin cluster Phase 1 fab and accelerate NAND transitions and next-generation product rollouts.