Samsung Electronics 'No Peak Out', Choi Tae-won Buys 4.8 Billion Won of SK Hynix, K-Battery 3 Companies All Profitable in Q2, Passed the 'Dark Tunnel': Ryu Jong-eun 3PRO TV Reporter

Summary

Reporter Ryu Jong-hoon reviews Q2 earnings: Samsung Electronics posts record semiconductor profit and says the memory super cycle will last until 2028 on AI server demand and limited supply. SK Hynix benefits from chairman buying shares. All three Korean battery makers turn profitable as data center ESS orders surge, ending their 'dark tunnel'. Cosmetics giants Amorepacific and LG H&H show strong overseas growth that offsets China weakness.

• Samsung Electronics’ DS division drives record profit; memory shortage seen through 2028 due to no new fab ramp-up until late 2026.
• LTA order volumes keep rising and CXMT has no near-term capex, removing fears of a sudden memory price collapse.
• SK Hynix chairman Choi Tae-won buys 4.8 billion won of stock, signaling confidence amid the memory upturn.
• LG Energy Solution, Samsung SDI, and SK Innovation’s battery businesses all swing to Q2 profit, fueled by data center ESS demand.
• Samsung SDI and SK are profitable even excluding AMPC credits; LG Energy Solution still relies on US production subsidies but is improving.
• Amorepacific and LG Household & Health Care report strong Q2, with North American and Japanese sales hitting records as China exposure shrinks.
• LG H&H’s beauty segment finally turns profitable, showing a structural shift away from the collapsed Chinese daigong channel.
• Trump claims a historic peace deal to disarm Hamas in Gaza, which could provide a sentiment boost for rallying semiconductor stocks.