South Korea ke do chipmakers — Samsung aur SK Hynix — ne March 2026 quarter mein record profit kamaya hai. Dono companies ka combined profit $59.7 billion hai. Yehi profit India Inc ke kisi bhi previous quarter ke aggregate profit se zyada hai.
Yeh jump AI capital expenditure ki wajah se aaya hai. Memory chips AI technology ke liye central hain, aur unki demand bohot badh gayi hai. Samsung aur SK Hynix dono memory chip market mein dominant players hain.
Samsung aur SK Hynix ka record profit kaise bana
AI boom ne data centers aur high-performance computing ki demand badh di. In systems mein high-bandwidth memory (HBM) chips ki zaroorat hoti hai, jo Samsung aur SK Hynix dono banate hain. Is wajah se unki sales aur profit dono record level par pahunch gaye.
India Inc ki baat karein toh listed companies ka aggregate profit kisi bhi previous quarter mein itna nahi tha. Yeh comparison dikhata hai ki AI-driven demand ne chipmakers ko kitna faida diya hai.
Hamaari Baat: AI ka asar chip market par
Yeh news dikhati hai ki AI sirf technology nahi, balki ek massive economic force ban gaya hai. Samsung aur SK Hynix ka profit India Inc ke poore share market se zyada hona — yeh batata hai ki AI investment kitni tezi se badh rahi hai. Lekin ek sawaal bhi hai: kya yeh growth sustainable hai? Agar AI spending thandi padi, toh chipmakers ko bhi asar hoga. Filhaal toh yeh dono companies ka record profit hai, aur India Inc ke liye yeh ek reminder hai ki global tech trends ka asar local markets par bhi padta hai.
Sources & References
- Samsung, SK Hynix earn more profit than all of listed India Inc — Original Story
