Samsung’s semiconductor division has rebounded strongly in Q3 2025, breaking a four-quarter slump with a substantial rise in operating profit. This resurgence is largely attributed to soaring demand for high-bandwidth memory (HBM3E) chips and server solid-state drives (SSDs), both critical components in burgeoning AI infrastructure.
The recovery signifies Samsung’s successful adaptation to evolving market trends and competitive pressures. The company has successfully ramped up HBM production, with HBM3E now in mass production and supplied to a wide range of customers. Samples of the next-generation HBM4 are also being shipped to key clients. The elevated demand from data centers has created a positive pricing environment, further boosting revenue. Reduced one-off costs also played a role in improving profitability.
While the Foundry Business reported increased customer orders and improvements, the System LSI Business experienced stagnant earnings due to seasonal factors and customer inventory adjustments. Looking ahead, Samsung anticipates continued growth in its semiconductor business, planning to broaden its HBM customer base and increase manufacturing capacity.