Samsung Electronics, under late chairman Lee Kun-hee's vision, is projected to surpass NVIDIA in operating profit…
Samsung Electronics, under late chairman Lee Kun-hee's vision, is projected to surpass NVIDIA in operating profit this year, with 711 trillion won in revenue and 371 trillion won in operating profit. Lee's focus on advanced technologies like AI and semiconductors drove Samsung's growth, with revenue increasing 300-fold and operating profit 3,300-fold since his tenure began in 1987.
How this was made

The 30-second read
Why it matters
The forecast positions Samsung as a possible leader in AI‑related hardware, challenging NVIDIA's dominance.
Market read
First disclosure of Samsung's 2026 operating‑profit outlook, with potential to move the stock and sector.
What to watch
Currency fluctuations and supply‑chain constraints could temper profit realization.
Background
The article revisits Lee Kun‑hee's 1987 vision and presents new consensus estimates for Samsung's 2026 performance.
Ticker impact
Samsung Electronics is forecast to earn 371 trillion won operating profit in 2026, surpassing NVIDIA's $268.9B forecast.
likely upward pressure as investors price in higher profit outlook
First report of a large‑scale operating‑profit forecast; magnitude and comparison to NVIDIA make it material.
Market effects
Strengthens the semiconductor and AI‑hardware sector outlook, may lift peers.
Positive for South Korean equities and broader Asian tech indices.
Highlights a potential shift in the AI hardware competitive landscape.
Counterpoint
If the forecast proves overly optimistic, a correction could be swift.
Key entities
- companySamsung Electronics
South Korean electronics conglomerate.
- companyNVIDIA
U.S. AI‑chip maker used as a benchmark.


