One-sentence summary
On October 29, 2026, Samsung Electronics released its detailed Q3 2026 results: consolidated revenue of KRW 195.25 trillion and operating profit of KRW 107.44 trillion (up about 783% YoY), a fourth straight record quarter; the DS semiconductor division delivered KRW 106.5 trillion of operating profit on sharply higher HBM4 sales.
Event Overview
- Time: Detailed results released October 29, 2026 (preliminary guidance issued October 8).
- Company: Samsung Electronics.
- Event: Q3 detailed earnings showed a record memory business driven by AI demand; Samsung expects the memory shortage to persist through 2028.
Key Information
| Item | Detail |
|---|---|
| Consolidated revenue | KRW 195.25T, up about 127% YoY |
| Operating profit | KRW 107.44T, up about 783% YoY, up ~20% QoQ |
| Operating margin | About 55% |
| Net income | KRW 75.21T, below market expectations |
| DS division | Sales KRW 147.1T, operating profit KRW 106.5T, segment margin ~72% |
| Mobile business | Operating loss of about KRW 0.6T |
| Memory | HBM4 sales scaled sharply; DRAM ASP up about 20% QoQ |
| Outlook | HBM4E to mass produce; memory shortage expected through 2028 |
Background and Impact
- Profit concentration: The DS chip division supplied nearly all group operating profit while mobile posted a loss, drawing debate over earnings concentration.
- Market reaction: On the net-income miss, Samsung's Korean shares fell about 4% on the day.