[FLASH] Samsung guides record Q3 operating profit of about 107.4T won (~$80B), driven by AI memory demand
Samsung's preliminary Q3 results put operating profit at about 107.4T won on sales of about 195T won. That is its fourth straight record quarter, up from 12.17T won a year earlier. Reports attribute the result to HBM shipments and tight DRAM/NAND supply; one analyst quoted by CNBC called it short of very high expectations, and TNW reported it topped the LSEG SmartEstimate. The result supports the memory-supercycle theme behind MU and SMH. A division-by-division breakdown is due October 29, and TNW reported the supply gap is expected to last into 2027.