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[News] Samsung Sees 3Q26 Operating Profit Soaring 783% to Record KRW 107.4 Trillion on HBM4, Memory Price Gains

What happened

Samsung Electronics reported a record 783% YoY operating profit surge to 107.4 trillion KRW in Q3 2026, driven by HBM4 demand and memory price gains. HBM bit shipments jumped nearly 50% QoQ, while DRAM prices rose amid tight supply. Bullish: Supply constraints and price uptrends are confirmed.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

HBM4DRAMAI Accelerators

Samsung Electronics

shortageprice-hikeearnings-beatHBM4

Source and time

Source: TrendForce · 10/7/2026 · View original source

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[News] Samsung Sees 3Q26 Operating Profit Soaring 783% to Record KRW 107.4 Trillion on HBM4, Memory Price Gains

What happened

Impact and signal

Affected components and suppliers

Source and time

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