What could shape Samsung's growth in the coming quarters?

Samsung Electronics projected a 19-fold jump in second-quarter operating profit, beating market expectations, driven by record revenue from AI-related memory chips including DRAM and NAND. This marks its third straight quarter of record earnings, underscoring the strength of the AI-driven semiconductor cycle and tight industry supply. Despite the strong results, shares fell sharply as investors grew concerned that the AI-led chip boom may be nearing its peak and questioned the sustainability of AI infrastructure spending by major technology companies.