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Samsung's AI memory boom drives record profit as device division stays in loss
What happened
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its consumer-device division. The company said a sharp expansion in high-bandwidth memory (HBM) sales and rising memory prices drove another record quarter, while its outlook pointed to supply pressure further as customers expand AI investment.
Impact and signal
Low impactImpact score: 0/100
Affected components and suppliers
high-bandwidth memory (HBM)
Source and time
Source: DigiTimes Asia · 10/28/2026 · View original source
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