Analysts forecast Samsung Electronics’ first-ever quarterly operating profit above 100 trillion won ($74 billion). Forecasts from multiple securities firms, including DB Securities and Mirae Asset Securities, average 107.7 trillion won for the third quarter. That would mark a significant increase from the previous quarter.
The expected profit surge is largely driven by the semiconductor division. DRAM operating margins are forecast to exceed 80 percent.
The industry has shifted production to meet strong demand for AI-related products, including high-bandwidth memory (HBM). This has constrained the supply of conventional DRAM, driving up prices and boosting Samsung’s margins.