Samsung Electronics Announces Third Quarter 2026 Results

What happened

On Oct. 29, 2026, Samsung Electronics reported results for the third quarter ended Sept. 30, 2026: consolidated revenue of KRW 195.3 trillion, an all-time quarterly high, up 14% QoQ, and operating profit of KRW 107.4 trillion, making it the world's first tech company to exceed KRW 100 trillion in quarterly operating profit. The DS Division posted revenue of KRW 147.1 trillion and operating profit of KRW 106.5 trillion, with QoQ sales up 15%; the Memory Business set an all-time high for quarterly revenue and operating profit, managing its product mix toward AI products amid capacity constraints, with strong server demand leading to higher market prices across all applications, and significantly scaled up HBM4 sales. The DX Division posted QoQ revenue growth of 8% and an operating loss of KRW 0.8 trillion. MX and Networks posted combined revenue of KRW 37.7 trillion with an operating loss of KRW 0.6 trillion; SDC posted revenue of KRW 8.0 trillion and operating profit of KRW 1.1 trillion; VD/DA posted combined revenue of KRW 13.9 trillion with an operating loss of KRW 0.2 trillion. Q3 capital expenditure was KRW 29 trillion, up KRW 12.2 trillion QoQ and KRW 19.8 trillion YoY; the January-September cumulative total was KRW 56.9 trillion, up KRW 24.7 trillion YoY; full-year 2026 capex is expected at approximately KRW 84.4 trillion (KRW 76.8 trillion for DS, KRW 3.9 trillion for SDC) — an expectation, not an achieved result. The company projects that in Q4 2026 memory demand growth will revolve around new CPU and GPU platform-related products and surging QLC SSD demand, and that in 2027 AI-driven demand will far exceed industry supply compared with 2026; these are forward-looking outlooks.

Impact and signal

Affected components and suppliers

Source and time

Source: Samsung Semiconductor Newsroom · 10/28/2026 · View original source