Samsung Electronics just posted the biggest quarter in its history, crushing expectations with $65 billion in revenue and $14 billion in operating profit. The Korean tech giant's Memory Business hit all-time highs as AI infrastructure spending sent demand for high-bandwidth memory (HBM) chips into overdrive, with the division's revenue surging 33% quarter-over-quarter. According to Samsung's earnings filing, this represents a decisive moment in the AI hardware race as the company gears up to ship its next-generation HBM4 chips this quarter.
Samsung Electronics just delivered the kind of blowout quarter that reshapes market dynamics. The company's Q4 2025 results represent the highest quarterly revenue and operating profit in its history, fueled almost entirely by an AI infrastructure buildout that's creating unprecedented demand for advanced memory chips. With KRW 93.8 trillion in quarterly revenue (roughly $65 billion) and KRW 20.1 trillion in operating profit ($14 billion), Samsung's numbers reveal just how much money is flooding into AI hardware right now.
The real story lives in Samsung's Device Solutions division, which houses its semiconductor operations. According to the official earnings release, the Memory Business alone achieved record quarterly revenue and operating profit despite what Samsung describes as "limited supply availability." That constraint didn't matter - the division posted 33% quarter-over-quarter sales growth as customers scrambled for HBM chips, server DDR5 memory, and enterprise SSDs. Overall market prices surged as supply struggled to keep pace with AI training and inference demand from hyperscalers.
But Samsung isn't just riding a wave - it's making aggressive moves to recapture market share from SK Hynix, which has dominated the high-end HBM market supplying Nvidia. Samsung confirmed it will begin delivering HBM4 products in Q1 2026, including variants with what it claims is "industry-leading 11.7Gbps performance." That's a direct shot across the bow at SK Hynix, whose recent earnings also showed explosive HBM growth. The timing matters - next-generation Blackwell Ultra and Rubin AI accelerators will need massive quantities of HBM4, and Samsung is positioning to win back that business.
