Samsung Stock Drops 6% in Seoul as Record Profit Narrowly Misses Analyst Estimates, Memory Supply Seen Tightening in 2027

What happened: Samsung Electronics posted record third-quarter operating profit, up nearly ninefold on AI-driven memory demand, but results came in below analyst estimates and shares fell nearly 6% in Seoul. Key numbers: Operating profit KRW 107.4 trillion ($80.52 billion), up about 783% year over year, versus the KRW 107.66 trillion LSEG Why it matters: Samsung expects AI-driven demand to tighten memory supply shortages further in 2027 compared with 2026, echoing SK Hynix's view that demand will exceed supply through 2030. Samsung said AI infrastructure capex should accelerate in 2027. Market: -1.2% today ($215.38), +14.2% YTD, 0.8x vol — as of 23:45 UTC Coverage: 6 outlets in 24h

Samsung Electronics posted record third-quarter operating profit, up nearly ninefold on AI-driven memory demand, but results came in below analyst estimates and shares fell nearly 6% in Seoul.

Samsung expects AI-driven demand to tighten memory supply shortages further in 2027 compared with 2026, echoing SK Hynix's view that demand will exceed supply through 2030. Samsung said AI infrastructure capex should accelerate in 2027. Market: -1.2% today ($215.38), +14.2% YTD, 0.8x vol — as of 23:45 UTC