Samsung’s semiconductor division the company’s biggest profit engine saw operating profit skyrocket 470 % year-on-year, accounting for more than 80 % of total earnings. Samsung is already producing and testing next-generation HBM4 chips, with shipments expected to begin in early 2026 at the request of major AI customers, including Nvidia. Memory prices, particularly for DRAM and advanced HBM products, have climbed sharply, benefitting margins for suppliers while squeezing components costs for makers of consumer electronics and smartphones. The company’s display business, meanwhile, recorded a profit increase as demand for high-performance panels — including those integrated into major customers’ flagship smartphones — remained resilient. Samsung executives said they plan to continue expanding memory production and are in discussions with major AI customers to secure long-term supply agreements that will support growth through the next cycle of AI infrastructure deployment.