South Korean technology giant Samsung Electronics announced its financial report on the 30th. Benefiting from the huge business opportunities in AI and the continuous flow of memory orders, the revenue of the memory division hit a new high last quarter, driving a strong net profit increase of more than 20% year-on-year, and inspiring the stock price to soar after hearing the news.
According to Samsung Electronics’ official financial report for the third quarter of 2025 (July-September) announced on October 30, third-quarter revenue reached 86.1 trillion won (approximately US$60.5 billion), an increase of 8.8% from the same period in 2024. %; operating profit was 12.2 trillion won (approximately US$8.5 billion), a significant increase of 32.5% compared with 11.25 trillion won in the same period of 2024, not only a new high since the second quarter of 2022, but also better than Yonhap Infomax consolidated analysts' expectations of 10.13 trillion won.
Net profit was 12.22 trillion won (approximately US$8.6 billion), a surge of 21% from 10.1 trillion won in the same period in 2024.
(Source: Samsung Electronics)
Samsung's third-quarter profit blossomed strongly. The main driving force came from the surge in demand for high-bandwidth memory (HBM) driven by AI. Major memory manufacturers prioritized their production capacity in high-profit HBM, crowding out traditional DRAM production capacity. This drove up DRAM quotations and continued to rise, which brought a significant impact on Samsung's profits.
Looking at the performance of each major department, the much-watched Semiconductor and Device Solutions (DS) division's operating profit in the third quarter was as high as KRW 7 trillion (approximately US$4.92 billion); it is worth noting that the memory division of the DS division recorded revenue of KRW 26.7 trillion, setting a new record for a single quarter in history.
The Device eXperience (DX) department, which covers products such as TVs and home appliances to smartphones and network equipment, recorded operating profit of KRW 3.6 trillion in the third quarter, which was better than the KRW 2.82 trillion in the same period in 2024. This was mainly due to the strong purchase of flagship smartphones, especially the Galaxy Z Fold7, which featured an extremely slim design and successfully attracted consumers.
In comparison, due to intensified competition in the global panel industry, the Video Display (VD) Division under the DX Division suffered an operating loss of 100 billion won in the third quarter.
Naver quotations from South Korea’s largest portal website show that as of 10 a.m. Taipei time on October 30, Samsung’s stock price surged 4.38% to 104,900 won. As of the close of trading on October 29 this year, Samsung’s stock price has surged by 97.37%.