Samsung's chip profit jumps nearly ninefold as AI memory demand soars
· Source: startupfortune.com
In short
Samsung Electronics guided to roughly 107.4 trillion won (about $75 billion) in third-quarter 2026 operating profit, up almost 780% year over year, driven almost entirely by DRAM and HBM memory demand from AI data centers. Its Device Solutions unit is running memory operating margins of 72-76% as HBM4 revenue tripled sequentially and its HBM share rose to about 33%. The same scarcity is squeezing the rest of the electronics industry, with TrendForce projecting an 11.3% contraction in 2026 PC shipments as memory costs climb.
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Tags: semiconductors, HBM4, memory, supply chain, procurement, Nvidia