Samsung is out with its preliminary quarterly results today, disclosing an astounding surge in revenue and operating profits as the AI-driven memory boom yields lucrative dividends.
Samsung's soaring profitability amid AI-driven memory boom
Samsung has released its pre-earnings guidance for Q4 2025, disclosing total sales of 93 trillion won ($64.024 billion) and a total operating profit of around 20 trillion won ($13.781 billion), eclipsing its previous record set back in 2018 of 17.6 trillion won.
Do note that Samsung had disclosed total revenue of 86.1 trillion won and an operating profit of 12.2 trillion won for Q3 2025.
On a year-over-year basis, Samsung's new guidance equates to a 23 percent surge in revenue and a nearly 3x growth in operating profit!
Critically, as the broader industry graduates to HBM4 from HBM3E, Samsung stands at a particularly enviable position to capture incremental market share.
According to TrendForce, Samsung is already unlocking higher transmission speeds for its bespoke HBM4 solutions by employing 1 cnm process (compute-near-memory) and leveraging advanced fabrication technologies, placing it at an apex position to capture an incrementally higher share of NVIDIA's HBM4 orders.
Of course, while the prevailing industry dynamics are a boon for Samsung's memory business, its smartphone-centric MX division continues to face escalating cost pressures.
It is hardly a surprise, therefore, that Samsung's MX division is currently mulling a price hike of between 44,000 won ($30) and 88,000 won ($60) for the upcoming Galaxy S26 series in select markets, including South Korea.
In doing so, Samsung is apparently negating its long-standing policy of eschewing price hikes, one that saw no price increases for the flagship S-series over the past three years, barring the Galaxy S24 Ultra. This strategy had allowed the Galaxy S25 series to hit a cumulative sales volume of 3 million units around 2 months faster than its predecessor.
Interestingly, Samsung has reportedly decided to implement no price hikes within strategically important markets such as the US, setting itself up for a scenario where the Galaxy S26 series might be cheaper in the US than in South Korea.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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