Samsung Set for Highest Q3 Profit in Three Years as AI Demand Lifts Chip Prices
Samsung's Q3 operating profit rose 32% year-over-year to about $7.1 billion driven by a 172% surge in DRAM prices fueled by AI and server demand, analysts said.
- Samsung Electronics on Tuesday reported preliminary July to September revenue of 86 trillion won and operating profit of 12.1 trillion won, marking its highest third-quarter profit since 2022 with a 10% gain.
- Surging AI and server demand pushed up conventional memory chip prices as customers rebuilding inventories and tight supplies supported higher shipments.
- Data reveal TrendForce shows prices for some DRAM rose 171.8% year-on-year in Q3 2025, while DDR4 8-gigabit DRAM averaged $6.30 in September, up 10.53 from August.
- Supply deals and approvals, including a $16.5 billion Tesla foundry pact, OpenAI partnerships and NVIDIA sign-offs, lifted market sentiment and pushed Samsung shares over 43% higher.
- Full Q3 results are due later this month as analysts note a favorable outlook but warn of risks from U.S. tariffs and China's export controls.
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Samsung's highest Q3 profit in years, AI demand lifts chip prices
Samsung Electronics is expected to post its highest third-quarter profit since 2022, driven by higher memory chip prices supported by server demand as customers rebuild inventories, analysts' estimates showed. The world's biggest maker of memory chips is projected to report an operating profit of 10.1 trillion won ($7.11 billion) for the July-September period, according to LSEG SmartEstimate from 31 analysts, which is weighted toward those who a…
In the third quarter, the South Korean giant took advantage of the rise in DRAM chip orders in data centres and the rush on the new generation of HBM memories, essential for running AI platforms.
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