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Samsung's chip crunch call extends to 2028 as second-quarter profit beats estimates

7/30/2026

Chip supply is in focus at Samsung Electronics (005930.KS) after the company posted second-quarter operating profit that cleared analysts' estimates, stretching its record run.

The print arrived alongside a duration call with a longer shelf life: Samsung told investors the chip crunch will last through 2028. The earnings beat Second-quarter operating profit came in above analyst consensus.

Samsung characterized the run of results as a record, a description that puts the Q2 beat inside a broader momentum sequence rather than treating it as an isolated quarter.

Sequential beats read differently from single-quarter events on the tape. For positioning purposes, the direction of the print confirms that chip demand did not compress Samsung's result below what analysts had modeled.

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