Samsung Electronics predicts an operating profit of 10.1 trillion won ($7.11 billion) for the third quarter of 2025. This figure represents a 10% increase compared to the same period last year and is the highest profit recorded since 2022.
According to LSEG SmartEstimate, based on data from 31 analysts. The increase in profit is largely attributed to rising memory chip prices driven by high demand from AI servers, which has helped offset weaker sales of high-bandwidth memory (HBM).
Analysts attribute recovery to conventional memory pricing, with DRAM chips up 171.8% year-on-year per TrendForce. Hyperscalers like OpenAI boost server workloads, elevating prices. Samsung’s shares rose 43% after a July deal with Tesla, with recent OpenAI and AMD partnerships for the Stargate project promising growth
Samsung on track for highest profit in 3 years https://t.co/vYiWmzAw00
— Financial Times (@FT) October 14, 2025Delays in supplying 12-layer HBM3E chips to Nvidia hurt profits, while US restrictions on China sales constrain exposure. Rivals SK Hynix and Micron lead in AI HBM. Samsung’s $16.5 billion Tesla foundry deal lifts contract manufacturing hopes. Uncertainties include US tariffs and China’s rare earth controls.
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Samsung’s rebound signals AI’s transformative impact on semiconductors. Partnerships with OpenAI and Tesla position it for future gains, despite competition.
