Overview
- Samsung’s preliminary Q4 2025 guidance points to about 20 trillion won in operating profit and roughly 93 trillion won in revenue, both records, with full results due January 29.
- The gains reflect a memory supercycle driven by AI data center build-outs, with market trackers reporting sharp Q4 contract-price jumps and forecasting further double‑digit increases into early 2026.
- Producers are shifting capacity toward high-bandwidth memory for hyperscalers, tightening supplies of conventional DRAM and NAND used in PCs and smartphones.
- Analysts estimate the semiconductor division contributed roughly 16–17 trillion won of the quarter’s profit, with other consumer-focused units facing cost pressure from pricier components.
- Samsung has delivered HBM4 samples to Nvidia for qualification and is positioned to expand advanced memory shipments in 2026, supporting expectations of sustained pricing strength.