SK Hynix is projected to earn more in full-year profits than in the prior 27 years combined, while Samsung Electronics and SK Hynix together recorded 150 trillion won ($104 billion) in operating profit for the June quarter, driven primarily by AI-related memory sales. The two firms account for 80 percent of the memory sector. Amazon raised its 2026 capital expenditure target to $220 billion, with AWS revenue growing 37 percent and total revenue exceeding $200 billion in Q2 2026.