Samsung’s Record 107 Trillion Won Quarter Jolts Micron
By Damilola Esebame
AI summary of the source article
Samsung Electronics announced preliminary guidance for the third quarter of 2026, projecting a record operating profit of approximately 107.4 trillion won and revenue of 195 trillion won. This represents Samsung's first quarterly operating profit exceeding 100 trillion won and a roughly 788% jump from 12.1 trillion won in the third quarter of 2025. Although figures fell slightly below the FnGuide consensus of 108.13 trillion won due to won strength and bonus bookings, the results highlight an accelerating memory supercycle. Industry peers Micron Technology and SK Hynix stand to benefit as pricing and demand for AI-related memory remain robust.
Why it matters
Samsung's preliminary earnings act as a bellwether for the memory chip industry, signaling sustained high-bandwidth memory and enterprise storage demand that directly influences peer valuations like Micron Technology.
Key facts
- Samsung guided a record Q3 2026 operating profit of about 107.4 trillion won on revenue of approximately 195 trillion won.
- Operating profit rose roughly 788% year-over-year from 12.1 trillion won in Q3 2025.
- DRAM prices climbed an estimated 15% and NAND prices rose 18% quarter-over-quarter, based on Hana Securities estimates.