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Column: Samsung’s memory boom reshapes its investment strategy

Samsung Electronics has never had more capital at its disposal. The company reported operating profit of KRW89.5 trillion (approx. US$67 billion) in the second quarter of 2026 and KRW107.4 trillion in the third, when its operating margin reached approximately 55%. Samsung became the first technology company worldwide to post quarterly operating profit exceeding KRW100 trillion. The company is benefiting enormously from the memory boom, but its dependence on the industry has also deepened.