Samsung Electronics 2reports record quarterly results, with memory in the second half as the key focus
Samsung Electronics 7 month 8 day 2reported its strongest quarterly results on record. The securities industry said the results exceeded market expectations but did not constitute a major surprise, citing memory price trends in the second half and the recovery of profitability at MX and System LSI as key points to watch.
Samsung Electronics 7 month 8 day 2026 year 2reported that it had recorded its strongest quarterly results on record. The results were tallied at a level above market expectations.
The securities industry assessed the 2quarterly results as a “solid performance,” but said they did not greatly exceed market expectations. Some securities firms said a considerable portion of the results had already been reflected in the share price.
Noh Geun-chang, head of the research center at Hyundai Motor Securities, said, “The results were good and exceeded expectations, but it is difficult to view them as an enormous surprise.” He continued, saying that 3quarter and 4quarter earnings direction would be more important.
Securities analysts identified memory prices as the key variable for second-half earnings. They assessed whether the upward trend in memory prices continues as a major factor affecting corporate value.
The recovery of profitability in the Mobile eXperience (MX) and System LSI divisions was also cited as a key point to watch in the second half. They viewed a recovery in profitability at the two divisions as likely to affect the overall earnings trend.
8Some in the securities industry generally summed up that the earnings were better than expected, but that the quarterly earnings trend going forward is highly likely to determine the direction of the share price. The company separately announced specific sales and profit figures in this release.
Investors converged on the view that they should pay attention to future quarterly earnings announcements, memory price trends, and whether MX and System LSI recover their earnings.
Sources: 파이낸셜뉴스 산업
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