Samsung Q3 Profit Forecast Surges 782% To Record 107.4 Trillion Won

Samsung Electronics expects its third-quarter operating profit to reach 107.4 trillion won ($80.2 billion), crossing 100 trillion won for the first time in the company’s history. The preliminary figure reflects continued demand for memory chips as artificial intelligence investment drives higher semiconductor requirements.

The projected Samsung Q3 Profit is 782% higher than the same period last year. Samsung also expects quarterly revenue of about 195 trillion won, representing an increase of nearly 127% from a year earlier.

AI demand drives Samsung’s record profit forecast

Samsung’s latest preliminary results point to continued strength in its semiconductor business, particularly memory chips used in artificial intelligence systems. Tight supply and rising demand have supported the sector as technology companies increase spending on AI infrastructure.

The projected Samsung Q3 Profit also exceeds Samsung’s record second-quarter result. In Q2, the company reported revenue of 171.5 trillion won and operating profit of 89.5 trillion won, with its memory business providing a major contribution.

The third-quarter forecast represents an increase of approximately 17.9 trillion won in operating profit from the previous quarter. Revenue is also expected to rise by about 23.5 trillion won from Q2.

Despite the record forecast, Samsung shares fell 0.7% during Thursday morning trading. The market response came as expectations for memory chip companies remained high amid the continued expansion of AI-related spending.

The company is also benefiting from long-term demand visibility as memory buyers commit to multi-year supply agreements. These arrangements can provide manufacturers with greater visibility into future orders as companies expand computing infrastructure and deploy more advanced AI systems.

AI agents are also expected to increase memory requirements as they perform more complex tasks than basic chatbot applications. This is adding to the demand for memory capacity across data centers and computing infrastructure.

Samsung expands AI investments and partnerships

Samsung has continued to increase investments and partnerships connected with artificial intelligence alongside the growth in its semiconductor business.

In September, the company announced a strategic partnership with French AI startup Mistral AI. Under the agreement, Samsung plans to deploy Mistral AI’s models across its semiconductor operations.

The partnership adds to Samsung’s efforts to use AI within its semiconductor activities as demand for AI computing continues to influence the memory market.

Samsung’s latest preliminary figures cover the company’s overall third-quarter performance and do not yet provide a detailed breakdown by business division. The company is expected to release its full third-quarter earnings later this month, including results for its semiconductor, mobile, consumer electronics, and other businesses.

The final results will provide more detail on the contribution from memory chips and other operations, as well as the company’s financial performance during the quarter.

Samsung’s preliminary figures show the scale of the current AI-driven semiconductor cycle, with Samsung Q3 Profit projected to exceed 100 trillion won for the first time. The company’s revenue forecast of 195 trillion won also marks a significant increase from the previous quarter and the same period last year.