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Samsung's Q3 profits to beat expectations, soaring past $7B
Joongang Ilbo | English | News | Oct. 10, 2025 | UndeterminedOperating Results
Samsung Electronics is set to exceed expectations with its third quarter operating profit projected at up to 10.5 trillion won ($7.46 billion), surpassing the market consensus of 9.9 trillion won. This marks a significant recovery from the second quarter’s 4.68 trillion won. The improvement is mainly attributed to a sharp reduction in foundry business losses, which fell from 2.9 trillion won in the second quarter to 700 billion won in the third, alongside rising chip prices.
Chip prices for DRAM and NAND increased by approximately 7 percent and 6 percent respectively, contributing to stronger earnings. Inventory levels for DRAM and NAND dropped to less than five and seven weeks respectively, signaling a midterm price upcycle. Demand for DRAM is expected to continue growing into next year, driven by server needs, with shipments of High Bandwidth Memory (HBM) more than doubling in the second half of 2025 due to AI-related applications and increased orders from major American tech firms.
Samsung’s second half operating profit is forecasted at 20.8 trillion won, a 33 percent year-on-year increase and the highest since 2021. The company’s stock price has surged 30 percent over the past month, hitting 89,300 won per share, with analysts setting target prices as high as 120,000 won. Key factors fueling this growth include an AI-driven chip supercycle and strategic partnerships, such as a recent AI infrastructure deal with OpenAI, a $16.5 billion supply agreement with Tesla, and plans to manufacture Apple’s next-generation chips. Samsung is scheduled to release preliminary Q3 earnings on October 14, 2025.