Samsung just posted record-breaking Q3 2025 results with KRW 86.1 trillion in revenue, up 15.4% quarter-on-quarter, powered by explosive demand for AI memory chips. The Korean tech giant's Memory Business hit an all-time quarterly high driven by HBM3E sales, while its foundry division secured record customer orders as the AI infrastructure buildout accelerates across the industry.
Samsung is riding the AI wave all the way to the bank. The company's Q3 2025 earnings, released today, show how deeply the artificial intelligence boom is reshaping the semiconductor landscape - and Samsung is positioned right at the center of it.
The numbers tell the story: KRW 86.1 trillion in consolidated revenue, representing a hefty 15.4% jump from the previous quarter. Operating profit surged to KRW 12.2 trillion, according to Samsung's official earnings report. But dig deeper and you'll see this isn't just about one good quarter - it's about Samsung capturing the AI infrastructure goldmine.
The Memory Business is where the real action happened. Samsung's Device Solutions division, which houses its chip operations, saw sales spike 19% quarter-on-quarter. The star performer? HBM3E memory chips, the high-bandwidth memory that's become the lifeblood of AI training and inference. Samsung notes that HBM3E is now in mass production and selling to all major customers, while HBM4 samples are already shipping to key clients.
This timing couldn't be better. As OpenAI, Meta, Google, and others race to build more powerful AI models, they're burning through high-performance memory at unprecedented rates. Samsung's positioned itself as the premium supplier, and the margins show it - the Memory Business posted KRW 33.1 trillion in revenue with KRW 7.0 trillion in operating profit for the quarter.
But Samsung isn't just riding current demand; they're betting heavily on what's next. The company revealed plans for aggressive HBM4 capacity expansion, targeting mass production of what they call "differentiated performance" chips. They're also ramping up production of other AI-focused memory products like high-density DDR5 and LPDDR5x to meet what they see as sustained AI application demand through 2026.
The foundry business is another bright spot, posting significant earnings improvements driven by better fab utilization and what Samsung calls "record-high customer orders" on advanced nodes. They're gearing up for mass production of 2nm Gate-All-Around (GAA) products - the cutting-edge chip manufacturing process that could give Samsung an edge over competitors like .
