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Samsung Posts Record Profit As AI Memory Demand Reshapes Its Business
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The division posted KRW 127.5 trillion in consolidated revenue and KRW 89.2 trillion in operating profit for the quarter.
Samsung said its Memory Business achieved another record quarter by prioritising AI server demand, especially high-value products that are in short supply across the industry.
Earlier this week, SK Hynix posted record AI memory profit, but investors still worried about expectations and future spending.
Everyone wants more AI memory, and everyone is trying to expand capacity without overspending into the next cycle.
But for now, Samsung has what investors want to see from a major tech earnings report: record revenue, record operating profit, direct exposure to AI infrastructure and a stronger claim to the next generation of memory technology.