Samsung Electronics (005930 KS) exec. says robust chip demand is to continue in Q2 despite Middle East conflict, focus on securing future growth through M&As; Q1 Capex KRW 11.2tln

Samsung's projection of robust chip demand amidst ongoing geopolitical tensions is a positive signal for future growth.

Newsquawk StaffPublished 30 Apr 2026, 01:30 UTCOn the live feed at 01:10 UTC — 10 more headlines followed before this page went public

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Samsung Electronics (005930 KS) exec. says robust chip demand is to continue in Q2 despite Middle East conflict, focus on securing future growth through M&As; Q1 Capex KRW 11.2tln

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Memory capex is to rise sharply this year.
Expects substantial increase in capex in 2026.
Chip supply shortage to persist in H2.
Supply shortage intensified in Q1.
Secured inventory of gas from the Middle East.
Conflict has not caused production disruption.
Risks of rising logistics costs are rising due to the conflict.
Setting up scenarios for a prolonged war.
Chip supply falls far short of customer's demand.
Chup supply-demand gap is to widen in 2027 from 2026.
Plan to invest in the Robotics companies if needed.
HBM revenue to more than triple this year from 2025, with capacity sold out.

Context

Despite risks from rising logistics costs due to the Middle East conflict, their strategy to secure inventory and future M&A plans reflect a proactive approach to sustaining high demand and securing market share. This indicates strong confidence in the semiconductor sector, positioning Samsung favorably against competitors.

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