(LEAD) Samsung's Q3 operating profit reaches new high of 107.4 tln won

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(ATTN: RECASTS headline, lead; ADDS byline, details throughout, photo) By Kim Han-joo

SEOUL, Oct. 8 (Yonhap) -- Samsung Electronics Co. on Thursday estimated its third-quarter operating profit at over 107 trillion won (US$79.8 billion), marking another quarterly record as strong demand for semiconductors related to artificial intelligence (AI) boosted earnings.

The South Korean technology giant said operating profit for the July-September period is expected to total 107.4 trillion won, up 782.5 percent from a year earlier, according to its earnings guidance.

The estimate exceeded the average market forecast by 1.6 percent, according to Yonhap Infomax, the financial data arm of Yonhap News Agency.

Third-quarter revenue is estimated to have risen 126.6 percent from a year earlier to 195 trillion won. Net profit was not included in the earnings guidance.

If confirmed, Samsung Electronics will have posted record quarterly revenue and operating profit for the fourth consecutive quarter since the last three months of 2025.

It would also mark the first time a South Korean company has reported a quarterly operating profit of more than 100 trillion won.

Samsung Electronics did not provide a detailed breakdown of earnings by business division, although its device solutions unit, which includes the semiconductor segment, is believed to have accounted for a dominant share.

The strong performance is widely attributed to continued growth in global investment in AI infrastructure, which has intensified the supply shortage of semiconductors and kept memory chip prices elevated.

Industry observers expect the favorable market conditions to continue at least through next year.

Samsung Electronics has been among the biggest beneficiaries of the AI supercyle, backed by the world's largest memory chip production capacity.

The company has also expanded sales of higher-value products by becoming the first in the industry to begin mass production and shipments of sixth-generation high bandwidth memory (HBM4) chips.

HBM4 is expected to begin making a meaningful contribution to Samsung's earnings next year.

Industry observers expect Samsung's operating profit next year to reach around 550 trillion won.

In contrast, the device experience unit, which oversees Samsung's consumer electronics and mobile businesses, is expected to have posted relatively weak results.

The company will release its final earnings report later this month.

(LEAD) Samsung's Q3 operating profit reaches new high of 107.4 tln won

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首尔，10 月 8 日（韩联社）——三星电子周四预计，其第三季度营业利润将超过 107 万亿韩元（798 亿美元），再创季度纪录，这主要得益于人工智能 (AI) 相关半导体的强劲需求提振了盈利。

这家韩国科技巨头表示，根据其盈利预期，7月至9月期间的营业利润预计将达到107.4万亿韩元，比上年同期增长782.5%。

据韩联社旗下金融数据机构Yonhap Infomax称，该预测值比市场平均预测值高出1.6%。

第三季度营收预计同比增长126.6%，达到195万亿韩元。盈利预期中未包含净利润。

如果得到确认，三星电子将自 2025 年最后三个月以来连续第四个季度创下季度营收和营业利润纪录。

这将标志着韩国公司首次实现季度营业利润超过 100 万亿韩元。

三星电子没有提供各业务部门的详细盈利明细，但据信其设备解决方案部门（包括半导体部门）占据了主要份额。

这一强劲表现普遍归功于全球对人工智能基础设施投资的持续增长，这加剧了半导体供应短缺，并推高了存储芯片价格。

业内人士预计，有利的市场环境至少会持续到明年。

三星电子是人工智能超级周期最大的受益者之一，这得益于其全球最大的内存芯片生产能力。

该公司还通过成为业内首家开始大规模生产和出货第六代高带宽内存（HBM4）芯片的公司，扩大了高价值产品的销售。

预计 HBM4 将于明年开始为三星的收益做出实质性贡献。

业内人士预计，三星明年的营业利润将达到约 550 万亿韩元。

相比之下，负责三星消费电子和移动业务的设备体验部门预计业绩将相对较弱。

该公司将于本月晚些时候发布最终收益报告。

（导语）三星第三季度营业利润创历史新高，达107.4万亿韩元