Samsung Electronics delivered a stronger-than-expected third-quarter profit as AI demand boosted its semiconductor and memory businesses, while the company signalled continued strength into year-end.
The South Korean tech giant reported net income of KRW 12.0 trillion, well above the KRW 5.3 trillion consensus forecast.
Operating profit came in at KRW 12.2 trillion, in line with preliminary figures, on revenue of KRW 86 trillion.
By segment, the semiconductor division posted an operating profit of KRW 7 trillion, reflecting robust demand for HBM3E chips used in AI servers. Samsung said it is selling HBM3E chips to all major customers and plans to focus on next-generation HBM4 in 2026. The mobile business earned KRW 3.6 trillion, supported by premium handset sales, while the display division generated KRW 1.2 trillion in profit.
Samsung said it expects the semiconductor market to stay strong in Q4, underpinned by ongoing AI investment momentum, and anticipates continued smartphone demand as new models hit the market. The company’s foundry business, which saw significant earnings improvement in Q3, aims for further gains in Q4. Samsung added that both its Device Solutions (DS) and Device Experience (DX) units will see new market opportunities as AI adoption accelerates globally.
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Samsung’s results reaffirm the strength of the global AI hardware cycle, highlighting memory and foundry demand as key earnings drivers. The upbeat Q4 outlook supports sentiment across Asian tech stocks and signals continued pricing power in high-end semiconductors.
