Collection
Memory and the AI build-out
What Samsung Electronics and SK hynix say about memory, in their own earnings materials, reports and letters.
10 documents
29 Oct 2026EarningsSAMSUNG ELECTRONICS 3Q 2026 Earnings CallSlides for the third quarter 2026 call, with revenue of KRW 195.3 trillion and operating profit of KRW 107.4 trillion, a split by division, and an outlook for each business. Useful for seeing how memory, foundry, mobile, display and Harman each contributed.Samsung ElectronicsPDF, 16 pp29 Oct 2026EarningsSamsung Electronics Announces Third Quarter 2026 ResultsThe company press release on third quarter 2026 results, covering each division and the third quarter dividend of KRW 4,601 per share. Reads as a shorter written companion to the call slides.Samsung ElectronicsHTML28 Oct 2026EarningsFY2026 Q3 EarningsEarnings slides for the third quarter of 2026, with revenue of KRW 104.62 trillion and operating profit of KRW 83.33 trillion, price and volume changes, long-term supply agreements, and additional shareholder returns. Useful for seeing what drove the quarter and how the return policy applies.SK hynixPDF, 20 pp28 Oct 2026EarningsSK hynix Announces 3Q26 Financial ResultsThe company press release on third quarter 2026 results, including the CEO explaining the decision to stop reviewing a Solidigm IPO and the plan for about KRW 100 trillion of shareholder returns this year. It adds management reasoning that the slides do not carry.SK hynixHTML09 Jul 2026SEC filingProspectus, 17,790,000 Common Shares Represented by American Depositary Shares, SK hynix Inc.The final US prospectus for the American Depositary Share offering, with risk factors, management discussion, an industry overview, a business section and audited financial statements. It is the fullest English description of the company, written to SEC disclosure standards.SK hynixHTML26 Jun 2026SustainabilitySamsung Electronics Sustainability Report 2026The annual report on environmental, people and governance performance for fiscal 2025, with separate climate, water and circular economy sections for the DX and DS divisions. Useful for operating data on energy and water that the financial reports leave out.Samsung ElectronicsPDF, 89 pp25 Jun 2026SustainabilitySK hynix Sustainability Report 2026The annual sustainability report for 2025, covering materiality assessment, climate, supply chain, human rights and governance across the Korean and Chinese production sites. It also has four years of performance data for trend comparison.SK hynixPDF, 132 pp19 Mar 2026Value-up planSamsung Electronics Corporate Value EnhancementA short English disclosure setting out value enhancement aims, including over KRW 110 trillion of 2026 investment in facilities and R&D and the progress of the 2024 to 2026 shareholder return policy. It stands in for a separate value-up plan document.Samsung ElectronicsHTML10 Mar 2026Annual report2025 Business ReportThe English annual business report for the year ended December 31, 2025, covering the businesses, financial statements, governance, shareholders and affiliates. It is the most complete single reference on the company in English.Samsung ElectronicsPDF, 358 ppMar 2026Shareholder letterLetter to ShareholdersThe CEO letter for the 78th annual meeting, reviewing 2025 and setting out the 2026 direction under the heading of a Full Stack AI Memory Creator, with detail on the year-end dividend under the return policy. Useful for hearing management explain priorities in its own words.SK hynixPDF, 12 pp