Samsung surpreende expectativas com lucro recorde no Q3 impulsionado pela recuperação dos chips

Samsung quebra todas as projeções com desempenho estratosférico no terceiro trimestre

A gigante coreana entregou números que deixaram analistas de Wall Street comendo poeira - tudo graças ao tão esperado renascimento do mercado de semicondutores. Os mesmos chips que afundaram resultados agora impulsionam o lucro da empresa a patamares históricos.

Recuperação dos semicondutores surpreende até os mais otimistas

Enquanto os banqueiros tradicionais ainda tentam entender blockchain, a Samsung mostra como se faz dinheiro de verdade - fabricando a infraestrutura que alimenta a revolução digital. A demanda por chips disparou, colocando a empresa na dianteira da corrida tecnológica global.

O terceiro trimestre provou que, enquanto algumas empresas brincam de cripto, outras dominam o jogo real da tecnologia. A Samsung não apenas superou expectativas - redefine o que significa lucratividade no setor tech.

Chip unit more than doubles profit after brutal Q2

Samsung’s Device Solutions division (the group handling memory chips, foundry and logic) was the engine behind this surge, according to the earnings report.

The chip division brought in 7.0 trillion won in operating profit, up from 3.86 trillion won in Q3 last year. Sales for the unit hit 33.1 trillion won, rising from 29.27 trillion won in the same quarter last year. That’s a 19% jump from Q2 alone.

The reason? AI demand. Samsung’s high-bandwidth memory (HBM) chips, used in AI processing, saw record-high sales. The company said this was the highest quarterly revenue ever for the division.

It was a clear comeback from the prior quarter when chips were bleeding. The memory segment alone set an all-time high, fueled by the global race to build AI data centers and large-scale compute.

Samsung had recently fallen behind SK Hynix in HBM chips, losing its edge for the first time. But it reportedly passed Nvidia’s qualification tests for a new generation of advanced HBM chips last month, which would be a key win.

According to a report by Counterpoint Research, Samsung also reclaimed the top spot in the memory market in Q3, beating SK Hynix after trailing in Q2.

Looking ahead, Samsung plans to ramp up production of its HBM4 chips as it heads toward 2026. It’s gunning hard for market dominance in the next-gen AI memory war.

Samsung’s mobile and network businesses, which handle smartphones, tablets, and wearables, also had a solid quarter. The unit posted 3.6 trillion won in operating profit, up from 2.82 trillion won a year ago.

The company said the boost came from strong sales of its flagship devices, including the newly launched Galaxy Z Fold7.

The overall device unit saw both higher sales and higher profit. Samsung forecasted that the rapid growth of the AI industry would open up new market opportunities for both its devices and chip businesses in the current quarter.

To put it all together: Samsung was down bad in Q2, but came back swinging in Q3; on the back of chips, smartphones, and a little AI magic.

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