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taishiro
Yet the quarter was not entirely smooth. Net profit came in below expectations, while the Device Experience division posted an operating loss.
Samsung’s headline numbers are impressive, but the strength remains concentrated in semiconductors.
The company also spent KRW 29T on capital expenditure during the quarter, showing how expensive it is to build capacity for this demand.
#SamsungQ3RecordProfit
taishiro
Samsung’s earnings are increasingly tied to one of the most competitive parts of the AI supply chain: memory.
Q3 operating profit hit KRW 107.4T, with the semiconductor division contributing KRW 106.5T.
Record memory revenue, higher pricing, and growing HBM demand were the main drivers, as AI infrastructure continues to create demand for advanced memory and server storage.
#SamsungQ3RecordProfit
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