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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.
Insights by Ground AI
16 Articles
16 Articles
The earnings season opens with strong numbers from Samsung and TSMC. Samsung delivers its best quarter in three years, and TSMC follows with double-digit growth. Behind the party, fears are growing that the world's AI rush is inflating a new technology bubble.
Coverage Details
Total News Sources16
Leaning Left1Leaning Right1Center2Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 25%
C 50%
R 25%
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