Samsung shared its 2025 third quarter financial forecast with the public. The company expects to achieve its highest quarterly profit since 2022, driven by increasing demand, especially for artificial intelligence applications. This rise is due not only to the recovery in chip prices but also to growth in sales volume. According to the announced data, 86 trillion won (approximately 2.51 billion TL) revenue and 12.1 trillion won (approximately 360 million TL) operating profit are expected in the third quarter of 2025.
On an annual basis, these figures indicate an increase of 32 percent on the profit side and 8.7 percent on the revenue side. Interest in artificial intelligence-supported hardware has rapidly increased the demand for memory chips. Prices, especially for chips such as DRAM and NAND, have been increasing steadily for several quarters. The main reason for this is that data centers have turned to these memory solutions to increase their processing capacity. Samsung’s production capability and global supply network in this field put it in an advantageous position. In addition to all these, the stable contribution from the company’s other business units also supports the overall picture.
Samsung laughs at increased demand for AI infrastructures
Infrastructure investments in data centers continued unabated throughout 2025. This trend has allowed DRAM and NAND chips to not only be produced in larger quantities, but also to be sold at higher prices. However, despite this strong picture, Samsung’s performance in HBM, that is, high bandwidth memory chips, fell behind expectations. SK Hynix’s aggressive product strategy has slightly changed the balance in the market. However, Samsung continues to maintain its competitiveness in this field thanks to its production volume and technological depth. In addition to all these, increasing the budget allocated to R&D activities by the company is an indication of steps to close this gap.
Samsung seems to have made good use of the advantage provided by the recovery, especially on the DRAM and NAND side. Prices, which remained stable in the past quarters, showed an upward trend as of mid-2025. This trend has become one of the main factors that increase profitability. Meanwhile, Samsung’s cost advantage in chip production makes it easier for it to compete in price in the market. Despite everything, it is said that the production line should be restructured for a more balanced growth in the HBM field. In other words, despite the strong profitability picture, strategic adjustments in some areas are on the agenda.
On the other hand, the smartphone and display panel segments are experiencing more stable but limited growth. Revenues from these areas are not growing as fast as memory chips, but they continue to contribute to the company’s bottom line. Nevertheless, the fact that these units do not make a loss on a quarterly basis is considered a positive development for Samsung. This table shows that the company has achieved a certain success in diversifying its income sources. But the real growth engine is still concentrated on the semiconductor side. Artificial intelligence and big data-centered applications are expected to continue this trend next year.
The competition in the HBM market closely affects the balance of power in the sector. While SK Hynix’s HBM3 solutions are preferred by some major manufacturers, Samsung’s new generation HBM products are still being distributed on a limited scale. Despite this, the improvements made in the production lines are expected to be reflected in the sales performance in the coming period. Samsung’s dominance in all memory products except HBM continues undisputed. This shows that the majority of the company’s total revenue still comes from DRAM and NAND products. The price and demand balance in these product groups will determine the course of profitability in the coming quarters.
The final financial results to be announced by Samsung will also be a reference point for other manufacturers in the industry. Therefore, third quarter data is important not only for the current situation of the company but also for predictions for 2026. Experts are of the opinion that investments especially in artificial intelligence systems will continue unabated throughout 2026. Thus, it is expected that Samsung’s investment, especially in high-performance memory solutions, will pay off. The company’s continued capacity expansion efforts in this direction is a critical step in maintaining its leadership in the chip market. However, price stability and demand continuity will continue to be the determining factors on profitability.
The predictions announced for the third quarter of 2025 reveal how strong a transformation Samsung has undergone, especially through artificial intelligence-focused products and solutions. Not only the numerical growth but also the rapid response to market dynamics is remarkable. Although demand in the semiconductor industry fluctuates, major players such as Samsung are in a more advantageous position in managing this fluctuation.