Samsung Set to Report 160% Surge in Q4 Profit as AI‑Driven Chip Prices Soar

Samsung Electronics is expected to announce a dramatic 160% increase in its fourth‑quarter operating profit, driven by sharply higher memory chip prices amid booming global demand for artificial intelligence technologies and a tight semiconductor supply. Analysts’ estimates suggest operating profit could reach about 16.9 trillion won (approximately $11.7 billion) for the October‑to‑December period, compared with 6.49 trillion won a year earlier — the strongest quarterly result since the third quarter of 2018. The surge in profit is largely attributed to a global shortage of chips, particularly DDR5 DRAM memory, which saw prices jump 314% year‑on‑year in the fourth quarter. Conventional DRAM prices are also expected to continue rising by 55–60% in the first quarter of 2026. While some analysts anticipate that the final profit figure could exceed 20 trillion won due to unexpectedly strong chip pricing, Samsung’s mobile business may feel pressure from higher component costs. Despite this, the company’s overall momentum reflects a notable turnaround after a period of underperformance, with shares having risen significantly in 2025. Samsung is set to officially release its full Q4 revenue and profit estimates later this week. #Samsung #AIChips #SemiconductorBoom #TechProfits #SlimScan #GrowthStocks #CANSLIM