Samsung Electronics’ semiconductor unit beat expectations with a 48-fold profit jump, driven by strong margins from AI-related memory demand. Heavy spending by hyperscalers such as Meta Platforms and Alphabet is supporting high-bandwidth memory growth, with analysts pointing to sustained pricing strength amid tight supply. Counterpoint Research expects DRAM contract prices to rise 60% quarter-on-quarter in Q2 after a 42% increase in March. Samsung is considering multiyear contracts to stabilise

Samsung Electronics’ semiconductor unit beat expectations with a 48-fold profit jump, driven by strong margins from AI-related memory demand. Heavy spending by hyperscalers such as Meta Platforms and Alphabet is supporting high-bandwidth memory growth, with analysts pointing to sustained pricing strength amid tight supply. Counterpoint Research expects DRAM contract prices to rise 60% quarter-on-quarter in Q2 after a 42% increase in March. Samsung is considering multiyear contracts to stabilise supply, while analysts debate risks from potential disruptions and their impact on customer confidence.