Masahiro Tsuji

Masahiro Tsuji reported Samsung's preliminary quarterly profit increased eightfold, driven by strong DRAM and NAND flash memory pricing, with operating margins estimated around 70% for memory chips, surpassing Micron's performance. High memory chip prices are supported by robust demand, particularly for AI applications, and Samsung's cost advantages are likely to sustain earnings momentum into the next quarter. LONG as strong pricing power and margin expansion indicate continued profitability growth. Slowdown in global chip demand or a sharp correction in memory prices could erode earnings.