Samsung fires back in AI chip race with record W107tr profit

What happened: Samsung Electronics said HBM4 revenue more than tripled in the third quarter and its planned 2027 HBM supply is already sold out, as it reported record quarterly results. Key numbers: Q3 revenue 195.25 trillion won, up 126.9 percent on-year. Operating profit 107.44 trillion won, up 783.1 percent. Why it matters: Samsung said HBM4 helped it meet its market share target ahead of schedule, and it expects the semiconductor upturn to continue through 2027 on sustained AI investment and tight chip supply, with memory shortages potentially extending into 2028. Coverage: 4 outlets in 24h

Samsung Electronics said HBM4 revenue more than tripled in the third quarter and its planned 2027 HBM supply is already sold out, as it reported record quarterly results.

Samsung said HBM4 helped it meet its market share target ahead of schedule, and it expects the semiconductor upturn to continue through 2027 on sustained AI investment and tight chip supply, with memory shortages potentially extending into 2028.