Samsung Expects Highest Profit Since 2022 as AI Boom Boosts Global Chip Market

Samsung Expects Highest Profit Since 2022 Amid Global AI Boom

Seoul, South Korea (14 October 2025): In a major boost to the global tech industry, Samsung Electronics has announced expectations of recording its highest quarterly profit since 2022, driven by the worldwide surge in demand for artificial intelligence hardware and data processing technology. According to the company’s preliminary report, Samsung’s operating profit for the third quarter of 2025 is projected to reach 12.1 trillion won (approximately $8.7 billion), marking a 32% increase compared to the same period last year.

This remarkable growth reflects the strong performance of Samsung’s memory chip division, particularly in DRAM and NAND chips, which are essential components for AI data centers and servers. The global AI boom has significantly increased demand for high-performance chips, pushing prices higher and helping Samsung recover from two years of sluggish performance in the semiconductor sector.

While Samsung faced delays in producing its next-generation High Bandwidth Memory (HBM) chips — a key technology for major clients such as NVIDIA — the company’s traditional memory business compensated effectively, ensuring stable supply and profit growth. Analysts also estimate that Samsung’s total revenue for Q3 2025 will reach approximately 86 trillion won, indicating a strong turnaround since the global chip slowdown that began in 2022.

Despite the positive outlook, Samsung continues to face some challenges. Approval delays for advanced HBM chips remain a concern, along with rising competition from companies like SK Hynix and Micron. Additionally, the ongoing trade tensions between the United States and China have led to stricter semiconductor export regulations, affecting supply chains and chip exports. The company is also monitoring fluctuations in raw material prices and global logistics issues that could influence production costs.

Even so, experts believe that Samsung is well-positioned to benefit from the AI revolution. As artificial intelligence adoption expands across industries — from cloud computing to autonomous vehicles — the demand for high-speed memory chips is expected to stay strong. The continuous rise in AI investment worldwide ensures that Samsung’s products remain in high demand for the foreseeable future.

Samsung’s foundry business, which manufactures custom chips for clients, is also improving. After reporting losses earlier this year, the division is now expected to recover gradually due to higher utilization rates and an increase in new AI-related orders. The company plans to further invest in AI chip manufacturing, data processing units, and next-generation fabrication technology to strengthen its leadership in the semiconductor industry.

Following this forecast, Samsung’s shares jumped nearly 3%, signaling growing investor confidence in the company’s long-term strategy. Market analysts have described Samsung’s latest performance as a sign that the AI era has redefined global technology markets, with memory and logic chips forming the backbone of modern computing infrastructure.

In conclusion, Samsung’s projection of its highest profit since 2022 highlights the profound impact of the AI boom on the global semiconductor landscape. The company’s ability to balance innovation, large-scale production, and strategic investment ensures its continued dominance in the market. As AI becomes central to the next phase of digital transformation, Samsung appears ready to lead the charge into a smarter, more connected world.