Samsung reports record $80.5 billion quarterly profit as AI chip demand surges

Samsung Electronics plans to increase capital expenditure by 60% to $63.1B, targeting market share from SK Hynix and Micron. Despite a 15-fold surge in semiconductor profits, its stock fell due to lack of profit-sharing plans. Samsung has secured long-term supply agreements but faces competition in advanced memory chips like HBM4.

Samsung Electronics reported record Q3 earnings (195T won revenue, 107T won profit), but shares fell 4.13% after the company delayed shareholder return plans. Investors expected more than the 30T won cash dividend announced, with the rest postponed until January 2027. The KOSPI index also dropped 1%.

Samsung Electronics reported a record 107.44 trillion won operating profit for Q3, driven by AI chip demand. Revenue surged 126.9% YoY. The DS division was the top contributor, while the DX division posted a loss. Despite strong profits, shares fell 4.13% due to lack of specific shareholder return plans.

Micron (MU), SanDisk, and SK Hynix shares fell in premarket trading after Samsung Electronics reported record earnings that missed market expectations. Samsung's net profit was 75.14 trillion won, below the 86.13 trillion won forecast, leading to a 4% drop in its shares. Despite strong operating profit and revenue growth, investors focused on the earnings shortfall and lack of shareholder payout details.

Samsung reported a record quarterly operating profit of $80 billion, driven by its semiconductor division. However, its Mobile Experience and Networks businesses lost $450 million. Revenue increased 14% to $195.3 billion, with semiconductor operations accounting for 99% of the profit. Samsung expects strong AI-driven memory demand in 2027 but faces profitability challenges in its mobile business.

Samsung reported Q3 2026 revenue of 195.3 trillion won, up 14% from the prior quarter, with record profits in its Memory Business. Despite this, shares fell over 5% due to high expectations and AI spending concerns. The company expects strong AI-driven demand and plans shareholder returns of 90-110 trillion won for 2026.