Samsung chip profit misses as 2026 capex jumps 60% on sold-out AI chips

Bloomberg ·
  • Chip-division operating income fell about 2% short of estimates, and Samsung's stock fell about 5% in Seoul.
  • Samsung expects capital expenditure to reach 84.4 trillion won ($63 billion) this year, up more than 60%, to target market share from SK Hynix and Micron Technology.
  • Samsung has sold out of high-end chips for 2027, according to Bloomberg.
  • Samsung withheld plans for future shareholder payouts until January, which disappointed investors who expected profit-sharing details.

Quotes

“expects capital expenditure to jump to 84.4 trillion won ($63 billion) this year”— Yoolim Lee and Youkyung Lee
“withheld plans for future shareholder payouts till January”— Yoolim Lee and Youkyung Lee

Sources

Samsung chip profit misses as 2026 capex jumps 60% on sold-out AI chips — Heurist Finance