Samsung Electronics Reports Record Quarterly Revenue on AI Chip Boom

Samsung Electronics announced record quarterly revenue of 79.2 trillion won (approximately $58 billion) on Wednesday, with its semiconductor division accounting for more than half of total earnings as demand for high-bandwidth memory (HBM) chips used in artificial intelligence servers continues to surge.

The results mark a dramatic turnaround from the chip downturn of 2022-2023 and confirm that Samsung has successfully re-established its leadership in the premium AI memory segment, narrowing the gap with rival SK Hynix.

AI Drives Unprecedented Demand

“The AI infrastructure buildout is creating a structural shift in memory demand that we believe will sustain for years,” said CFO Park Soon-chul on an earnings call. “Our HBM3E products are fully booked through 2026, and we are accelerating capacity expansion at our Pyeongtaek campus.”

Operating profit reached 14.7 trillion won for the quarter, up 312 percent year-on-year. The Device Solutions (DS) division, which houses Samsung’s chip businesses, delivered 9.3 trillion won in operating profit — its best quarter since Q2 2021.

Global Competition Intensifies

The strong results come as Samsung faces increasing competitive pressure from Taiwan’s TSMC in advanced logic chips and from SK Hynix in HBM. Analysts note that Samsung’s decision to invest heavily in HBM3E production over the past 18 months appears to be paying dividends.

Meanwhile, Samsung’s mobile division — home to the Galaxy smartphone line — also delivered solid numbers, with the Galaxy S25 series exceeding initial sales projections in North America, Europe, and emerging markets.

Outlook

Management guided for continued revenue growth in the next quarter, citing sustained AI server demand and a recovery in consumer electronics. Shares rose 4.2 percent on the Seoul Stock Exchange following the announcement, pushing Samsung’s market capitalization above 550 trillion won.