Samsung Electronics has announced that its operating profit for the third quarter of 2025 (July–September) is expected to reach 12.1 trillion won (approximately USD 8.5 billion) representing a 31.8% year-on-year increase and well above market expectations of 10.1 trillion won.
Factors Behind Growth
This marks Samsung’s strongest quarterly performance in more than three years and is driven by the robust recovery of Samsung’s semiconductor business. Samsung’s total revenue for Q3 2025 is projected to rise 8.7% year-on-year to 86 trillion won, fueled by surging demand for server and AI-related chips. This strong demand has pushed up both the prices and shipment volumes of DRAM and NAND products, leading to a significant improvement in overall semiconductor sales.
Reports also suggest that, although the supply of advanced HBM chips to key customers has progressed more slowly than planned, the strong sales of traditional memory chips, particularly those used in AI servers, have offset this impact and contributed to Samsung’s solid profit growth.
Beyond its memory business, Samsung’s foundry division has also narrowed its losses, supported by higher capacity utilization rates that helped ease fixed-cost pressures.
Additionally, Samsung’s semiconductor division has secured new partnerships with major technology companies such as Tesla and OpenAI, alleviating investor concerns about long-term demand stability and innovation readiness.
