Samsung’s Device Solutions Division Posts 106.5 Trillion Won in Third-Quarter Operating Profit
Key Facts
Samsung’s Device Solutions division, which includes semiconductors, recorded revenue of 147.1 trillion won and operating profit of 106.5 trillion won in the third quarter of 2026, according to the company’s statement. The division’s profit came in below some estimates published before the results announcement, with the comparison tied to those estimates rather than a unified analyst consensus. Quarter on quarter, the division’s profit rose 15%, according to Samsung’s correction to the previous draft. The result does not establish that profit declined or that the unit faced operating difficulties. The company said its memory business had a record quarter as its product mix focused on AI applications.
At the company level, consolidated revenue was 195.3 trillion won in the third quarter, up 14% quarter on quarter, while operating profit reached 107.4 trillion won, a record, Samsung said. These figures show that the group’s overall results exceeded the market average forecast, according to the data cited in the evidence. Device Solutions alone generated revenue of 147.1 trillion won and operating profit of 106.5 trillion won. The division was therefore a major contributor to the group’s results during the period, and its operating profit was close to the company’s total operating profit. This comparison distinguishes the division’s result from the assessment of the company’s performance as a whole.
Samsung attributed memory performance to managing its product mix and focusing on AI products, as its business faces capacity constraints. The company said server demand lifted market prices across applications, and that the memory business achieved record quarterly revenue and operating profit. These drivers come amid a surge in demand for AI-related memory chips. Samsung and SK Hynix together control about two-thirds of the global memory market, according to the Associated Press. That share places the two South Korean companies at the center of a market where memory demand is rising, while Samsung cited capacity constraints in its results.
Samsung expects continued investment in AI infrastructure to support memory demand growth in the fourth quarter of 2026. It also said AI-driven demand would exceed industry supply in 2027 compared with 2026. On shareholder returns, the company said its upcoming policy, the final amount and the plan for distributing the remainder of 2026 returns would be decided at a board meeting scheduled for late January 2027. Samsung had scheduled its third-quarter results call for October 29, 2026, at 10:00 a.m. Korea time. These upcoming dates mark the company’s announced milestones on memory demand and shareholder-return decisions.