Samsung Electronics Estimates Nearly Three-Fold Profit Surge as Memory Prices Skyrocket
Surging AI-driven memory chip prices boosted Samsung's Device Solutions division to nearly 80% of operating profit, with estimates at 20 trillion won for Q4, a record high.
- On January 08, 2026, Samsung Electronics forecast an operating profit of 20 trillion won and sales of 93 trillion won for the fourth quarter of 2025, setting new records.
- Surging AI demand drove memory prices higher, with DRAM and NAND prices jumping about 40% quarter-on-quarter, as Counterpoint Research said, 'The memory market has entered a 'Hyper-Bull' phase, with current conditions eclipsing the historic 2018 peak.'
- Analysts added that the Device Solutions division posted about 17.2 trillion won, nearly 80,000,000,000,000 of overall profit, while the Mobile Experience division earned about 1.9 trillion won, and the TV and home appliance division logged a roughly 100 billion won loss.
- Qualcomm has begun talks to use Samsung's 2-nanometer foundry process, following a $16.5 billion Tesla order and increasing focus on HBM production capacity expansion.
- Some analysts say the quarterly surge could push Samsung's full-year 2025 operating profit toward or above 100 trillion won, while market watchers forecast memory-price gains into early 2026 and Samsung shares have gained over 145%.
19 Articles
19 Articles
Samsung Forecasts Record Q4 2025 Profits on AI Chip Demand Boom
Samsung’s AI-Fueled Ascendancy: How Chip Demand is Propelling the Tech Giant to Unprecedented Heights Samsung Electronics is poised for a remarkable financial turnaround, with projections indicating record-breaking profits driven by an explosive surge in demand for artificial intelligence chips. Recent forecasts suggest the company’s operating profit could triple compared to the previous year, fueled by a global scramble for memory chips essenti…
As LG Wobbles Samsung Profits Surge, As Company Warns Of CE Price Problems Ahead – channelnews
As LG Electronics struggles, Samsung is surging ahead, reporting a tripling of profits to a record A$20.64 billion for the most recent quarter, driven by strong demand for smartphones, semiconductors and memory. In contrast, LG posted losses over the same period. A key contributor to Samsung’s performance has been its aggressive expansion of artificial intelligence across its product portfolio. While LG continues to invest in what it calls “Affec
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