Story perspectives

Samsung Q3 Profit Jumps to 107.4 Trillion Won

By Drooid · Oct 8, 2026, 2:53 AM UTC · How we work

Summary

Story summary

Samsung Electronics posted 107.4 trillion won operating profit in Q3 2026.
Revenue rose to 195 trillion won, a 126 % year-on-year increase.
Samsung began mass-producing sixth-generation HBM4, supplying Nvidia’s Vera Rubin and AMD’s Instinct MI455X.
DRAM prices hit a record $26 per module in September, while NAND averaged $30.6.
Analysts project Q4 operating profit near 114 trillion won, with DRAM up 10-15 % and NAND up 15-20 %.

History

Historical Context

Samsung has led DRAM production since 1993 and posted a 5.5 trillion-won profit in 2017 during a price surge. After launching HBM2 in 2016, Samsung began shipping HBM4 on 12 Feb 2026 for Nvidia’s Vera Rubin and AMD’s Instinct MI455X, with DRAM near $26. Analysts see the 2017-style surge driving double-digit profit growth through 2027, yet warn price volatility will shape earnings.

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Story summary

Samsung Electronics posted 107.4 trillion won operating profit in Q3 2026.
Revenue rose to 195 trillion won, a 126 % year-on-year increase.
Samsung began mass-producing sixth-generation HBM4, supplying Nvidia’s Vera Rubin and AMD’s Instinct MI455X.
DRAM prices hit a record $26 per module in September, while NAND averaged $30.6.
Analysts project Q4 operating profit near 114 trillion won, with DRAM up 10-15 % and NAND up 15-20 %.

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