Overview
- Preliminary guidance pegs October–December operating profit at 20 trillion won and revenue at roughly 93 trillion won, topping forecasts and eclipsing the 2018 quarterly profit peak.
- The jump reflects an AI-driven memory upcycle, with TrendForce citing a 313% year-on-year rise in a key DRAM contract price in Q4 and researchers projecting further price gains in early 2026.
- Market watchers estimate the Device Solutions semiconductor division contributed about 16–17 trillion won to Q4 profit, with non-memory segments showing mixed results and some units narrowing losses.
- Samsung has provided HBM4 samples to Nvidia for qualification testing, and analysts expect the company to ramp high-bandwidth memory shipments in 2026.
- Samsung shares have set record highs over the past year on the earnings rebound, and the company will report audited results with divisional detail on Jan. 29.