Samsung Electronics at present reported monetary outcomes for the third quarter ended Sept. 30, 2025.
The Company posted KRW 86.1 trillion in consolidated income, a rise of 15.4% in comparison with the earlier quarter. Operating revenue elevated to KRW 12.2 trillion.
The Device Solutions (DS) Division reported a 19% improve in gross sales quarter-on-quarter (QoQ), with the Memory Business setting an all-time excessive for quarterly gross sales, pushed by sturdy progress of HBM3E and server SSDs. Meanwhile, the Device eXperience (DX) Division posted a income improve of 11% QoQ as a result of profitable launch of latest foldable telephones and strong flagship gross sales.
Looking forward to This autumn, the speedy progress of the AI {industry} is predicted to open up new market alternatives for each the DS and DX Divisions. The DS Division plans to deal with enhancing its efficiency by rising gross sales of high-value-added reminiscence merchandise tailor-made to AI. The semiconductor market is predicted to stay sturdy, pushed by ongoing AI funding momentum.
Meanwhile, the DX Division will strengthen its efforts to launch AI merchandise geared up with probably the most modern applied sciences via open collaborations with main international companions in respective enterprise segments.
Semiconductors Achieve High Profits, To Continue Meeting Server Demand
The DS Division posted KRW 33.1 trillion in consolidated income and KRW 7.0 trillion in working revenue for the third quarter.
In Q3 2025, the Memory Business achieved record-high quarterly income by increasing HBM3E gross sales whereas proactively addressing sturdy demand throughout all functions. HBM3E is at present in mass manufacturing and being offered to all associated prospects, whereas HBM4 samples are concurrently being shipped to key shoppers. A positive value surroundings and notably diminished one-off prices similar to stock worth changes contributed to increased income.
In This autumn 2025, the Business will actively reply to demand from AI and standard servers with HBM3E, high-density eSSDs and different modern reminiscence choices. Additionally, it should proceed to increase gross sales of industry-leading, high-value-added server reminiscence merchandise, similar to 128GB and better DDR5, in addition to 24Gb GDDR7.
Going ahead in 2026, the Memory Business will deal with the mass manufacturing of HBM4 merchandise with differentiated efficiency, whereas concurrently aiming to scale out the HBM gross sales base. In explicit, demand for HBM4 can also be projected to extend, and the Company plans to proactively reply with capability enlargement in 1c. It may even consider increasing gross sales of different high-value-added merchandise, similar to DDR5, LPDDR5x and high-density QLC SSDs to fulfill demand for AI functions.
Earnings for the System LSI Business stalled as a consequence of seasonality and buyer stock changes, regardless of a secure provide of premium systems-on-chip (SoCs).
In This autumn 2025, the Business will intention to increase gross sales of premium SoCs and picture sensors amid continued weak demand from main prospects.
In 2026, the System LSI Business plans to strengthen the competitiveness of the Exynos processor for key flagship fashions and leverage differentiated picture sensor applied sciences to broaden market presence.
The Foundry Business posted a major enchancment in earnings in Q3 2025, stemming from a discount in one-off prices and higher fab utilization. The Business additionally achieved record-high buyer orders, primarily on superior nodes.
In This autumn 2025, the Business will intention for continued earnings enchancment by ramping up mass manufacturing of 2nm Gate-All-Around (GAA) merchandise, rising fab utilization, and optimizing prices.
In 2026, the Foundry Business will deal with offering a secure provide of latest 2nm GAA merchandise and the HBM4 base-die, and starting operations on the Company’s fab in Taylor, Texas in a well timed method.
SDC Improves Performance on Demand for Flagship Smartphones, Will Increase Large Display Sales
Samsung…
