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Samsung Posts Strong Q3 Profits Driven By AI Demand

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Powered by record chip sales and booming AI demand, Samsung’s third-quarter surge showcases the tech giant’s dominance across semiconductors, foldables, and next-gen displays.

Samsung Electronics reported better third-quarter results for 2025, driven by record memory sales and strong performance in smartphones. Consolidated revenue rose 15.4% from the previous quarter to KR₩86.1 trillion, while operating profit surged to KR₩12.2 trillion.

The ‘Device Solutions’ (DS) Division led the growth, with a 19% jump in quarterly sales. Its Memory Business recorded the highest-ever quarterly revenue, fuelled by rising demand for HBM3E and server SSDs used in artificial intelligence and data centres. The ‘Device eXperience’ (DX) division also reported an 11% increase in revenue, supported by successful launches of new foldable smartphones and steady flagship sales.

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Samsung expects the AI boom to sustain growth into the final quarter of 2025. The DS Division plans to expand sales of high-performance memory, including HBM3E and DDR5, while the DX Division will accelerate launches of AI-integrated products in partnership with global tech firms.

The semiconductor arm generated KR₩33.1 trillion in revenue and KR₩7 trillion in profit, aided by favourable pricing and lower inventory costs. The ‘Foundry Business’ saw improved earnings and record customer orders, while mass production of 2nm Gate-All-Around chips is set to ramp up in Q4.

‘Samsung Display Corporation’ (SDC) posted KR₩8.1 trillion in revenue and KR₩1.2 trillion in profit, boosted by strong smartphone display demand and growing gaming monitor sales.

The ‘Mobile eXperience’ unit, which includes the Galaxy smartphone line, reported revenue of KR₩34.1 trillion and a profit of KR₩3.6 trillion, driven by the Galaxy Z Fold7 and wearables.

However, the ‘Visual Display and Digital Appliances’ segment posted a small loss of KR₩0.1 trillion despite solid sales of premium TVs. Samsung aims to regain momentum in Q4 through holiday promotions and the launch of new AI-powered products.

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Shubha Mitra
Shubha Mitra
Shubha Mitra is an Assistant Editor at EFY, keenly interested in policies and developments shaping the electronics business.

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