Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B
THE SO WHAT
A 19x profit jump and 129% YoY revenue growth off AI memory demand tells you where the value is accruing in this cycle—HBM and data center DRAM, not just GPUs. If you’re building AI infra or platforms, assume memory pricing and availability are now strategic constraints, not background assumptions.
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