Samsung sees ongoing AI boom continuing in Q1

The company said, “Looking ahead to Q1 2026, the DS Division expects AI and server demand to continue increasing, leading to more opportunities for structural growth. In response, the Division will continue to focus on profitability via a strong emphasis on high-performance products… In Q1 2026, the ongoing AI boom is expected to continue driving favorable market conditions across the industry, and the Memory Business plans to keep prioritizing high-value-added products for AI applications. The Memory Business is on track to begin delivering HBM4 products this quarter – including those with industry-leading 11.7Gbps performance – with the aim of reestablishing a leadership position in the high-end HBM market… In Q1 2026, (semiconductor) earnings are expected to recover with new product launches, while image sensor leadership will be reinforced by an expanded 200MP lineup… In Q1 2026, SDC anticipates soft smartphone demand and will accordingly seek to expand sales through the timely development and supply of displays for new major flagship smartphones. For large displays, it aims to proactively respond to the launch of new QD-OLED products and expand sales… In Q1 2026, the Business plans to further strengthen its AI smartphone leadership by delivering Agentic AI experiences with the launch of the Galaxy S26 series. It also aims to ensure sustained profitability driven by flagship sales expansion and resource optimization, in addition to addressing global competitive uncertainties by strengthening supply stability… In Q1 2026, the (CE) Business will focus on revenue growth and profitability improvement based on reinforced new product lineups such as Micro RGB TVs, as well as high-value-added products like Super Big TVs, QLEDs and OLEDs.”