Samsung Electronics is poised to report its strongest quarterly performance in three years. According to weighted estimates from 31 LSEG SmartEstimate analysts, the world’s largest memory chipmaker is expected to post Q3 2025 operating profit of KRW 10.1 trillion (approximately $7.11 billion), a 10% year-over-year increase and the highest since 2022.
The profit surge is driven by a sharp rise in DRAM chip prices, fueled by AI investments from hyperscale companies and renewed customer inventory rebuilding. Data from TrendForce shows that DRAM prices surged 171.8% year-over-year in the third quarter, with older-generation DDR4 prices rising 40–45% quarterly as suppliers shifted capacity to advanced products.
While Samsung initially lagged in the HBM market due to delays in supplying 12-layer HBM3E to NVIDIA, it recently received certification and has begun sampling HBM4, targeting mass production in the first half of 2026. The company’s traditional memory business strength has offset short-term HBM challenges.
New customer partnerships have also boosted confidence. A $16.5 billion chip supply agreement with Tesla and involvement in OpenAI’s “Stargate” project are expected to sustain positive market sentiment.
ICgoodFind : Soaring DRAM prices and HBM progress signal a robust memory market recovery, underscoring the importance of agile supply chain management.
