The company expects continued demand for DRAM and NAND memory from AI data centres to support its $33 billion investment plan for 2025.
Samsung Electronics reports a strong rebound in its semiconductor business as global demand for artificial intelligence hardware lifts sales of advanced memory chips. The company’s chip division posted an operating profit of $5.8 billion for the September quarter, an 80% increase from the previous quarter and well above analyst forecasts of $3.9 billion.
Net income came in at $10 billion, beating market expectations of $7.7 billion, driven by higher prices and volumes for DRAM and NAND memory. The improvement signals a recovery in Samsung’s most important business line after a weak period that allowed rival SK Hynix to take the lead in AI-focused memory.
To strengthen its position in the AI memory race, Samsung plans to invest $33 billion in 2025 to expand and upgrade chip production. The company aims to improve output efficiency and regain market share from SK Hynix and US-based Micron Technology, its main competitors.
The growth was led by record sales of HBM3E chips, used in AI servers built by companies such as Nvidia, OpenAI, and Meta. Samsung plans to begin mass production of HBM4 memory in 2026, a new generation of high-bandwidth chips designed for faster data transfer between GPUs and memory.
Samsung has also secured an order from AMD and is in the final stages of qualification with Nvidia for its new HBM3E and HBM4 chips. The company is supplying memory for OpenAI’s Stargate supercomputing project as well. Continued AI investments across cloud and data centre operators are expected to sustain demand for Samsung’s memory products into 2026.
