(3rd LD) Samsung Electronics posts record profit in Q3, with memory biz on roll amid AI supercycle

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(ATTN: RECASTS headline, lead; ADDS more info throughout, new photo) By Kim Han-joo

SEOUL, Oct. 29 (Yonhap) -- Samsung Electronics Co. said Thursday its third-quarter net profit jumped more than sixfold from a year earlier, with its memory business generating most of the company's quarterly operating profits amid an artificial intelligence (AI)-related boom.

Net profit for the July-September period came to 75.13 trillion won (US$56.2 billion), up 514.6 percent from 12.22 trillion won a year earlier, the world's largest memory chipmaker said in a regulatory filing.

Operating profit surged 783.1 percent on-year to 107.44 trillion won, while revenue rose 126.9 percent to 195.25 trillion won.

This photo shows a Samsung Electronics Co. retail shop in southern Seoul on Oct. 29, 2026. (Yonhap)

Samsung said it became the first global tech company to post quarterly operating profit of more than 100 trillion won.

It also posted record quarterly revenue and operating profit for the fourth consecutive quarter, extending a streak that began in the fourth quarter of 2025.

By business division, the lucrative semiconductor business posted an operating profit of 106.5 trillion won during the cited period, accounting for 99.1 percent of the company's total operating profit.

Samsung said it expanded sales of sixth-generation high-bandwidth memory 4 (HBM4) chips and responded proactively to AI server demand, setting a record for quarterly performance for the second consecutive quarter.

Revenue from its HBM4 chips more than tripled in the third quarter compared with the previous quarter.

"It appears that our goal of securing an HBM market share equivalent to our overall DRAM market share in the second half of this year was already achieved in the third quarter," the company said during its earnings call.

This photo shows Samsung Electronics Co.'s main building in southern Seoul on Oct. 29, 2026. (Yonhap)

The company has been among the biggest beneficiaries of the AI infrastructure boom, backed by its position as the world's largest memory chip producer. It was the first in the industry to begin mass production and shipments of HBM4 chips.

Samsung expects demand for memory chips to continue growing in the fourth quarter, supported by sustained investment in AI infrastructure.

The company said it plans to focus on profitability by expanding sales of premium products during the year-end peak shopping season.

The record earnings also come amid industry concerns over the long-term profitability of the AI market.

Samsung, however, expects the semiconductor industry to remain strong in 2027, supported by sustained record-level AI investment and supply constraints.

The chip giant also said HBM products for 2027 were already sold out, with supply contracts finalized at prices reflecting the competitiveness of its products.

The company said it has signed long-term supply agreements with 10 major customers and is negotiating contracts with another 10 key customers.

Samsung said the progress has increased the likelihood of achieving its goal of securing long-term supply agreements for 60-70 percent of its total production capacity by 2030.

Long-term agreements have become increasingly common as major technology companies seek to secure stable supplies of memory chips and manufacturers look to reduce investment risks amid persistent shortages.

This file photo taken Oct. 14, 2026, shows seventh-generation high-bandwidth memory 4E (HBM4E) chips displayed during SEDEX 2026 at COEX in southern Seoul. (Yonhap)

Meanwhile, Samsung's device experience division, which oversees its consumer electronics and mobile device businesses, posted an operating loss of 800 billion won, marking its second consecutive quarterly loss.

The company said sales grew from a year earlier, helped by the launch of new premium smartphones, including the Galaxy Z Fold8, despite higher component costs and a challenging business environment.

To sustain the momentum, Samsung plans to execute 84.4 trillion won on capital expenditures this year, including 76.8 trillion won for its chip division and 3.9 trillion won for its display business.

The company also announced a third-quarter cash dividend of 4,601 won per common and preferred share.

Samsung earlier said its total shareholder returns for this year are expected to reach 90 trillion won to 110 trillion won.

After accounting for the 35 trillion won already distributed or committed, the remaining funds are estimated at 55 trillion won to 75 trillion won.

The remaining funds are expected to be returned to shareholders through cash dividends, and a substantial amount of share buybacks and cancellations, the company said.

Samsung said its next shareholder return policy, including the final amount, will be finalized at a board meeting scheduled for late January 2027.

The earnings report came a day after rival SK hynix Inc. reported record quarterly profit and announced a shareholder return program worth more than 100 trillion won for 2026.

Despite the record earnings announced shortly after the market opened, Samsung Electronics shares fell sharply in late Thursday morning trading as the results fell slightly short of analysts' expectations.

The average estimate of net profit by analysts stood at 87.01 trillion won, according to a survey by Yonhap Infomax, the financial data firm of Yonhap News Agency.

(3rd LD) Samsung Electronics posts record profit in Q3, with memory biz on roll amid AI supercycle

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（注意：重写标题、导语；全文新增更多信息和照片）金汉柱

首尔，10 月 29 日（韩联社）——三星电子周四表示，其第三季度净利润比上年同期增长超过六倍，在人工智能 (AI) 相关繁荣的推动下，其存储器业务为公司贡献了大部分季度营业利润。

全球最大的存储芯片制造商在一份监管​​文件中表示，7 月至 9 月期间的净利润为 75.13 万亿韩元（562 亿美元），比上年同期的 12.22 万亿韩元增长了 514.6%。

营业利润同比增长 783.1% 至 107.44 万亿韩元，而收入增长 126.9% 至 195.25 万亿韩元。

这张照片拍摄于2026年10月29日，地点是首尔南部的一家三星电子零售店。（韩联社）

三星表示，它成为首家季度营业利润超过100万亿韩元的全球科技公司。

该公司还连续第四个季度创下季度营收和营业利润的新纪录，延续了自 2025 年第四季度开始的连胜势头。

按业务部门划分，利润丰厚的半导体业务在上述期间实现了 106.5 万亿韩元的营业利润，占公司总营业利润的 99.1%。

三星表示，其扩大了第六代高带宽内存4（HBM4）芯片的销售，并积极响应人工智能服务器的需求，连续第二个季度创下季度业绩纪录。

第三季度，其 HBM4 芯片的收入比上一季度增长了两倍多。

该公司在财报电话会议上表示：“看来我们今年下半年实现 HBM 市场份额与我们整体 DRAM 市场份额相当的目标，已经在第三季度实现了。”

这张照片拍摄于2026年10月29日，展示了位于首尔南部的三星电子总部大楼。（韩联社）

该公司是人工智能基础设施蓬勃发展的最大受益者之一，这得益于其作为全球最大内存芯片生产商的地位。它是业内首家开始大规模生产和出货HBM4芯片的公司。

三星预计，在人工智能基础设施持续投资的支撑下，第四季度对内存芯片的需求将继续增长。

该公司表示，计划在年底购物旺季期间，通过扩大高端产品的销售来提高盈利能力。

与此同时，业界对人工智能市场的长期盈利能力表示担忧，而创纪录的收益也随之而来。

不过，三星预计，在人工智能领域持续创纪录的投资和供应限制的支撑下，半导体行业在 2027 年仍将保持强劲势头。

这家芯片巨头还表示，2027 年的 HBM 产品已经售罄，最终签订的供应合同价格反映了其产品的竞争力。

该公司表示，已与 10 家主要客户签署了长期供货协议，并正在与另外 10 家重要客户洽谈合同。

三星表示，这一进展增加了其实现目标的可能性，即到 2030 年为其总产能的 60-70% 获得长期供应协议。

随着大型科技公司寻求确保内存芯片的稳定供应，以及制造商在持续短缺的情况下寻求降低投资风险，长期协议变得越来越普遍。

这张摄于2026年10月14日的资料照片显示，在首尔COEX会展中心举行的SEDEX 2026展会上，展出了第七代高带宽内存4E（HBM4E）芯片。（韩联社）

与此同时，负责三星消费电子和移动设备业务的设备体验部门公布营业亏损 8000 亿韩元，连续第二个季度出现亏损。

该公司表示，尽管零部件成本上涨且商业环境充满挑战，但在推出包括 Galaxy Z Fold8 在内的新款高端智能手机的推动下，销售额仍比上年同期有所增长。

为了保持这一势头，三星计划今年投入 84.4 万亿韩元用于资本支出，其中包括芯片部门的 76.8 万亿韩元和显示器业务的 3.9 万亿韩元。

该公司还宣布派发第三季度现金股息，每股普通股和优先股派息 4,601 韩元。

三星此前表示，预计今年股东总回报将达到 90 万亿韩元至 110 万亿韩元。

扣除已分配或承诺的 35 万亿韩元后，剩余资金估计为 55 万亿韩元至 75 万亿韩元。

该公司表示，剩余资金预计将通过现金分红、大量股票回购和注销等方式返还给股东。

三星表示，其下一项股东回报政策，包括最终金额，将在定于 2027 年 1 月下旬举行的董事会上最终确定。

就在竞争对手 SK 海力士公司公布创纪录的季度利润并宣布一项价值超过 100 万亿韩元的股东回报计划（该计划将于 2026 年实施）的第二天，该公司发布了盈利报告。

尽管三星电子在开盘后不久就公布了创纪录的盈利，但由于业绩略低于分析师的预期，其股价在周四上午晚些时候的交易中大幅下跌。

据韩联社旗下金融数据公司 Yonhap Infomax 的调查显示，分析师对净利润的平均预期为 87.01 万亿韩元。

（第三条）三星电子第三季度利润创历史新高，在人工智能超级周期推动下，存储器业务蓬勃发展。