What to watch after earnings as memory-chip squeeze hits phones

Seoul, February 1, 2026, 00:07 KST — The market has closed.

  • Samsung Electronics shares ended Friday down 0.1%, closing at 160,500 won.
  • Driving the strong results was the chip business, which helped the company post a record operating profit for the fourth quarter.
  • Investors are balancing AI-driven memory improvements with rising costs and weaker demand for phones and PCs.

Samsung Electronics shares slipped slightly on Friday, capping a volatile week. Investors wrestled with the company’s record quarterly profits alongside cautionary signals that a tough memory market is beginning to pressure device makers.

The stock has turned into a popular bet on the AI buildout. The debate has grown more complex: robust…

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