Samsung's Q4 preliminary earnings show profit soaring more than 200%, driven by surging global demand for AI servers and memory chip prices.
Avril Hong
Masahiro Wakasugi
Samsung's Q4 numbers look very strong for revenue and operating profit, with semiconductor segment operating margin around 35-36% and DRAM segment margin exceeding 50%.
Asking what questions the market will have when Samsung releases segment breakdowns later this month.
Paul Allen
Masahiro Wakasugi
The overall memory industry is seeing robust demand from AI, with demand shifting from training to inference creating structural demand increase.
Masahiro Wakasugi
Memory companies will need to increase production capacity to catch up with strong demand, which will drive demand for chipmaking equipment.