Semiconductor Recovery

Samsung Electronics reported a robust semiconductor recovery in Q3 2025 with operating profit of KRW 12.2 trillion (US$8.6 billion), driven by its Device Solutions division and record-high memory revenue fueled by HBM3E and server SSD sales. This rebound, ending four quarters of decline, stems from strategic shifts, improved market dynamics, and growing AI chip demand. Samsung is mass-producing HBM3E and sampling HBM4, aiming for continued growth in the AI infrastructure market. Foundry business also improved, while System LSI faced challenges.