Samsung Electronics Hits All-Time High with $13.8 Billion Quarterly Profit

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Samsung Electronics has signaled a historic turning point in the global semiconductor market, announcing a preliminary fourth-quarter operating profit of 20 trillion won (approximately $13.8 billion). This record-breaking figure represents a nearly threefold increase compared to the same period last year, marking the highest quarterly profit in the company’s history and shattering previous records set during the memory boom of 2018.

The surge is being driven almost entirely by the relentless expansion of the artificial intelligence sector. As tech giants accelerate their AI infrastructure builds, demand for high-performance computing components, specifically High-Bandwidth Memory (HBM), has reached unprecedented levels. This "AI gold rush" has not only secured premium contracts for Samsung but has also triggered a broader supply crunch across the industry. This scarcity has allowed the South Korean giant to command significantly higher prices for its standard DRAM and NAND flash products, further padding its bottom line.

While these preliminary results highlight Samsung's dominance in the chip sector, they also reflect a strategic recovery. After trailing rivals in the specialized AI memory market early last year, the company's aggressive pivot toward HBM3E and HBM4 production appears to be paying off. However, the full picture remains to be seen; while the chip division is thriving, the rising cost of those same components may present a challenge for Samsung’s own mobile and consumer electronics divisions. Investors are now looking toward the end of the month, when the company will release its audited financial statement and provide a roadmap for its 2026 AI strategy.