The Motley Fool
08 Jul 2026, 03:40 UTC · 3h ago
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Samsung Electronics expects second-quarter operating profit of approximately 89.4 trillion won ($58 billion), a more than 19-fold increase year-over-year. — Extremely strong fundamental growth driven by AI server demand for high-bandwidth memory and DRAM.
+0.60Micron guided for fiscal fourth-quarter revenue of approximately $50 billion, an increase from its fiscal third-quarter revenue of $41.5 billion. — Confirms that revenue growth for key AI memory players is still accelerating into the next quarter.
+0.50Memory chip stocks, including Samsung and Micron, declined sharply despite the record-breaking preliminary results. — Indicates a 'sell the news' reaction where the market had already priced in the blowout growth, suggesting a potential peak in sentiment.
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Despite reporting the most profitable quarter in history, shares sank more than 10% due to market expectations.
The company reported record revenue and strong guidance for the AI era, although the stock price fell in sympathy with Samsung.
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