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Samsung Q3 Earnings: Record Semiconductor Profits on AI Memory Demand, 2027 HBM Supply Sold Out
A market commentator says Samsung missed some earnings forecasts despite record profits and expects memory shortages through 2028.
TLDR
A market commentator says Samsung’s Q3 operating profit rose to 107.4 trillion won from 12.2 trillion won a year earlier, with its chip division contributing 106.5 trillion won. They say higher memory prices and AI demand drove the result. Samsung’s planned 2027 HBM supply is sold out, and the company expects shortages through 2028. The commentator links the stock selloff to missed forecasts and uncertainty over further share buybacks.
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