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Samsung's blowout quarter fails to excite investors bracing for memory slowdown

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AI핵심 요약

·The chipmaker's operating profit in the April-to-June period surged 19-fold, but analysts warn the pace of growth in the chip upcycle is beginning to slow.
·Samsung Electronics reported an estimated operating profit of 89.4 trillion won ($58.6 billion) for the second quarter — a 19-fold year-over-year surge that beat market expectations — yet shares still tumbled Tuesday on fears that the memory upcycle has peaked.
·The figure exceeded the 84.4 trillion won consensus compiled by FnGuide, but not by enough to shake bearish sentiment that has been building since Meta's April earnings call, when Big Tech signaled expanded AI investment while remaining vague about its returns.
·The gap between strong fundamentals and a cautious market mood has widened in recent weeks as investors grow increasingly sensitive to any sign that the AI-driven memory boom may be losing momentum.
·The operating profit already comes with a significant cost: Samsung is now provisioning for bonus shares it must distribute to employees next year under a labor-management deal that allocates a 12 percent profit-sharing rate — a pact struck earlier this year to avert a strike at its chip plants.