Samsung's Q1 2026 earnings are insane, and your Galaxy phone barely helped

TL;DR AI
2 min readKey summary
Samsung posted Q1 2026 revenue of KRW 133.9 trillion and operating profit of KRW 57.2 trillion, driven mainly by semiconductors and AI memory sales.
The memory business benefited from strong demand for HBM4, HBM4E, and other AI-related chips, lifting overall earnings.
Samsung’s mobile division increased revenue, but profit fell year over year, showing smartphones are contributing less to the company’s profit growth.
The results highlight how AI infrastructure demand is reshaping Samsung’s earnings mix and may influence future chip, device, and investment plans.



