{"id":1301313,"date":"2025-10-14T09:44:33","date_gmt":"2025-10-14T04:14:33","guid":{"rendered":"https:\/\/trak.in\/stories\/?p=1301313"},"modified":"2025-10-14T09:45:03","modified_gmt":"2025-10-14T04:15:03","slug":"samsung-expects-record-rs-68000-crore-profit-in-90-days","status":"publish","type":"post","link":"https:\/\/trak.in\/stories\/samsung-expects-record-rs-68000-crore-profit-in-90-days\/","title":{"rendered":"Samsung Expects Record Rs 68,000 Crore Profit In 90 Days:"},"content":{"rendered":"\n<p>Samsung Electronics, the world\u2019s largest memory chipmaker, is forecast to report a <strong>10.1 trillion won operating profit<\/strong> for the July\u2013September quarter, according to LSEG SmartEstimate based on inputs from 31 analysts. This marks a <strong>10% year-on-year rise<\/strong>, driven by a sharp recovery in memory chip prices.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2025\/10\/Untitled-design-11-1-1280x720-1-1024x576-1.jpeg\" alt=\"Samsung Expects Record Rs 68,000 Crore Profit In 90 Days: \" class=\"wp-image-1301322\" srcset=\"https:\/\/trak.in\/stories\/wp-content\/uploads\/2025\/10\/Untitled-design-11-1-1280x720-1-1024x576-1.jpeg 1024w, https:\/\/trak.in\/stories\/wp-content\/uploads\/2025\/10\/Untitled-design-11-1-1280x720-1-1024x576-1-300x169.jpeg 300w, https:\/\/trak.in\/stories\/wp-content\/uploads\/2025\/10\/Untitled-design-11-1-1280x720-1-1024x576-1-768x432.jpeg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Analysts attribute the growth primarily to conventional DRAM and NAND chips, whose <a href=\"https:\/\/www.reuters.com\/business\/autos-transportation\/samsung-set-highest-q3-profit-three-years-ai-demand-lifts-chip-prices-2025-10-12\/\">prices<\/a> soared as <strong>hyperscalers and AI-driven workloads<\/strong> spurred data center demand. According to <strong>TrendForce<\/strong>, DRAM prices surged <strong>171.8% YoY<\/strong> in Q3, with clients rebuilding inventories to support expanding AI services such as <strong>ChatGPT<\/strong>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Table 1: Samsung Key Q3 Estimates (2025)<\/strong><\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Metric<\/strong><\/th><th><strong>Estimate<\/strong><\/th><th><strong>YoY Change<\/strong><\/th><\/tr><\/thead><tbody><tr><td>Operating Profit<\/td><td>10.1 trillion won ($7.11 billion)<\/td><td>+10%<\/td><\/tr><tr><td>Revenue<\/td><td>~74 trillion won (projected)<\/td><td>+7%<\/td><\/tr><tr><td>DRAM Price Increase<\/td><td>+171.8%<\/td><td>\u2014<\/td><\/tr><tr><td>Samsung Share Rise (YTD)<\/td><td>+43%<\/td><td>\u2014<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Weaker HBM Sales Offset Gains<\/strong><\/h3>\n\n\n\n<p>While conventional memory chips have recovered strongly, Samsung continues to <strong>lag behind SK Hynix and Micron<\/strong> in the <strong>high-bandwidth memory (HBM)<\/strong> market. Analysts note that <strong>delays in supplying 12-layer HBM3E chips to Nvidia<\/strong> have limited Samsung\u2019s share in the booming AI hardware segment.<\/p>\n\n\n\n<p>HBM chips, essential for AI training and inference, stack multiple DRAM layers vertically to boost performance while reducing power use. \u201cSamsung\u2019s profit recovery would have been sharper had it launched its new HBM3E products on time,\u201d analysts observed.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>AI Deals and Foundry Hopes Brighten Outlook<\/strong><\/h3>\n\n\n\n<p>Despite challenges, Samsung\u2019s outlook remains positive thanks to <strong>major supply deals with OpenAI and Tesla<\/strong>. The company\u2019s <strong>$16.5 billion foundry partnership with Tesla<\/strong> has reignited optimism in its contract chip manufacturing unit, which has trailed Taiwan\u2019s TSMC.<\/p>\n\n\n\n<p>During <strong>OpenAI CEO Sam Altman\u2019s<\/strong> visit to South Korea, Samsung and SK Hynix announced collaborations to supply advanced memory chips for OpenAI\u2019s <strong>\u201cStargate\u201d AI project<\/strong>, reinforcing Samsung\u2019s relevance in the AI supply chain.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Risks: Tariffs and China\u2019s Rare Earth Curbs<\/strong><\/h3>\n\n\n\n<p>Analysts warn that geopolitical risks may temper Samsung\u2019s momentum. Potential <strong>U.S. tariffs on semiconductors<\/strong> and <strong>China\u2019s tightening export controls on rare earth materials<\/strong> \u2014 vital for chipmaking \u2014 could disrupt supply chains and increase costs.<\/p>\n\n\n\n<p>Still, Samsung\u2019s diversified client base and continued investment in memory technology are expected to cushion the impact. With global AI infrastructure demand accelerating, Samsung\u2019s Q3 results, due <strong>Tuesday, October 14<\/strong>, will signal how effectively the firm is navigating this next phase of the semiconductor upcycle.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Table 2: Comparison \u2014 AI Chip Market Dynamics (2025)<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Company<\/strong><\/th><th><strong>Key Focus Area<\/strong><\/th><th><strong>AI Chip Supply Deals<\/strong><\/th><th><strong>Q3 Outlook<\/strong><\/th><\/tr><\/thead><tbody><tr><td><strong>Samsung<\/strong><\/td><td>DRAM, NAND, Foundry<\/td><td>Tesla, OpenAI<\/td><td>Profit up 10% YoY<\/td><\/tr><tr><td><strong>SK Hynix<\/strong><\/td><td>HBM3, DRAM<\/td><td>Nvidia, AMD<\/td><td>Strong AI-driven demand<\/td><\/tr><tr><td><strong>Micron<\/strong><\/td><td>HBM3E<\/td><td>Global hyperscalers<\/td><td>Sold out till 2026<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>Bottom Line:<\/strong><br>Samsung\u2019s Q3 2025 performance marks a crucial turning point \u2014 signaling a recovery in traditional memory chip demand while underscoring the strategic importance of AI-related partnerships. Despite headwinds from HBM delays and geopolitical uncertainty, the tech giant appears well-positioned to benefit from the next wave of AI and data center growth.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Samsung Electronics, the world\u2019s largest memory chipmaker, is forecast to report a 10.1 trillion won operating profit for the July\u2013September quarter, according to LSEG SmartEstimate based on inputs from 31 analysts. This marks a 10% year-on-year rise, driven by a sharp recovery in memory chip prices. Analysts attribute the growth primarily to conventional DRAM and [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":1301322,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[22],"tags":[3654,212],"class_list":["post-1301313","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-profits","tag-samsung"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Samsung Expects Record Rs 68,000 Crore Profit In 90 Days: - Trak.in - Indian Business of Tech, Mobile &amp; Startups<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trak.in\/stories\/samsung-expects-record-rs-68000-crore-profit-in-90-days\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Samsung Expects Record Rs 68,000 Crore Profit In 90 Days: - Trak.in - Indian Business of Tech, Mobile &amp; Startups\" \/>\n<meta property=\"og:description\" content=\"Samsung Electronics, the world\u2019s largest memory chipmaker, is forecast to report a 10.1 trillion won operating profit for the July\u2013September quarter, according to LSEG SmartEstimate based on inputs from 31 analysts. 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