Samsung Set for Highest Q3 Profit in Three Years as AI Boom Boosts Chip Prices

Samsung Electronics is on track to record its best third-quarter profit in three years, thanks to soaring demand for artificial intelligence (AI) and a sharp rebound in memory chip prices. Analysts forecast Samsung’s operating profit to reach 10.1 trillion won ($7.1 billion) — a 10% increase compared to last year, signaling a strong recovery for the world’s largest memory chipmaker.

The rebound comes as global AI adoption drives demand for advanced semiconductors, particularly DRAM chips, whose prices have surged more than 170% year-over-year. Samsung’s conventional memory business continues to thrive, even as its high-bandwidth memory (HBM) shipments face delays to major clients like Nvidia. Despite this, the company remains confident that growing data center investments and AI infrastructure expansion will sustain its momentum.

Samsung’s recent partnerships have also fueled optimism. Deals with Tesla and OpenAI, including a $16.5 billion foundry agreement, have strengthened its position in the semiconductor race. As a result, Samsung’s stock has climbed over 40% this year, reflecting investor confidence in its AI-driven strategy.

However, challenges persist. U.S. export restrictions to China could limit market access, while global supply chain pressures and competition from rivals like SK Hynix continue to test Samsung’s resilience. Still, the company’s strong Q3 outlook marks a major comeback for the tech giant, highlighting how AI innovation is reshaping the global semiconductor landscape.