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Sign InSamsung Electronics reported robust preliminary results for the first quarter, with operating profit exceeding market consensus by a significant 50%. This exceptional growth is primarily driven by a historic supply deficit in High-Bandwidth Memory (HBM) used for AI applications. Structural wafer constraints and surging AI demand have created a multiyear boom, supported by long-term contracts that provide clear earnings visibility. Analysts believe this performance strengthens the company's position in the global semiconductor market amid the shift toward AI technologies. The positive momentum is expected to persist as the supply-demand gap in the advanced memory sector continues.