Samsung Electronics (005930 KS) - Q1 2026 (KRW): Net 47.1tln (exp. 38.3tln), Operating profit 57.2tln (exp. 57.2tln), Revenue 133.9tln (exp. 117.5tln), chip business aided by HBM4 and SOCAMM2 sales to Nvidia

Samsung Electronics has reported a strong Q1 2026 earnings with net profit significantly surpassing expectations, largely driven by robust chip sales benefiting from HBM4 and SOCAMM2 demand from Nvidia.

Newsquawk StaffPublished 30 Apr 2026, 00:07 UTCOn the live feed at 23:47 UTC — 5 more headlines followed before this page went public

Newsquawk headlinesUTC

23:50

Japanese Retail Sales MoM (Mar) M/M 1.3% (Prev. -2.0%)

23:50

Japanese Industrial Production YoY Prel (Mar) Y/Y 2.3% (Prev. 0.4%)

23:47

Samsung Electronics (005930 KS) - Q1 2026 (KRW): Net 47.1tln (exp. 38.3tln), Operating profit 57.2tln (exp. 57.2tln), Revenue 133.9tln (exp. 117.5tln), chip business aided by HBM4 and SOCAMM2 sales to Nvidia

23:43

US Senators Grassley and Banks are demanding answers from major tech and AI companies over concerns that employees with ties to China could access US AI systems, Axios reports

23:40

The US administration is asking countries to join a new international coalition that would enable ships to navigate through the Strait of Hormuz, WSJ reports

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

Q1 chip sales 81.7tln (exp. 69.5tln, prev. 25.1tln Y/Y)
Q1 chip operating profit 53.7tln (exp. 40.4tln, prev. 1.1tln Y/Y)
Q1 mobile/networks sales 38.1tln (exp. 35.4tln)

Commentary:

Expects memory demand to accelerate in Q2.
Q2 revenue in mobile business is expected to decline.
Agentic AI to accelerate growth in demand in H2.

Context

While the chip division performed exceptionally well, the outlook for Q2 indicates potential declines in mobile revenue, which may pose a headwind for the company in the near term. Market implications may include a positive reaction to the strong earnings but a cautious sentiment regarding future mobile sales amidst changing demand dynamics.

All markets · last 90 days

Recent headlines that moved markets

EQUITIES/8 Sept · 05:24 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Equity indices, after we published−0.3%

Modest downside seen across equity futures as energy prices tick higher.

ENERGY/8 Sept · 05:23 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Brent Nov'26, after we published+1.0%

ENERGY/3 Sept · 08:03 UTC

Russian President Putin says that Russia and Ukraine should agree first; he notes that there is an opportunity to reach a peace agreement.

with Brent Nov, after we published−1.3%

EQUITIES/3 Sept · 04:54 UTC

North Korea stripped references to "peaceful unification" with South Korea from the charter of its ruling Workers' Party of Korea, according to Yonhap.

Equity indices, after we published−3.3%

EQUITIES/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

ES, after we published−0.2%

ENERGY/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

- Brent (V6), after we published+1.2%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.