Samsung DS division expects 2026 operating profit to meet forecasts, could exceed 40-year cumulative earnings

Samsung Electronics' Device Solutions (DS) division said it expects its operating profit for 2026 to meet analysts' consensus forecasts, which project annual earnings of about 300 trillion won (roughly $200 billion). > "The division will meet market expectations regarding operating profit for this year," said Kim Yong-kwan, president and head of business strategy for the DS unit, at a town-hall meeting on July 3.

If the forecast is achieved, the profit could be larger than the cumulative profit Samsung has generated since it began semiconductor production around four decades ago. Analysts also anticipate the company will report second-quarter operating profit of about 84.6 trillion won ($55 billion).

Samsung has been raising prices for its commodity DRAM products, increasing them by up to 20 percent quarter-over-quarter in the third quarter after earlier hikes of 90 percent in the first quarter and 50-60 percent in the second quarter of 2026. Prices for LPDDR5X 12 GB contracts have risen from roughly $120 to $145 per unit during the same period.

The firm, together with SK Hynix, is investing in a large capacity-expansion project for memory chips, with production expected to ramp up around 2033, supporting continued demand for DRAM and NAND.