Tech-Konzern: Samsung stellt dank KI-Boom Rekordgewinn in Aussicht
Der operative Gewinn übertrifft die Analystenschätzung deutlich. Und der südkoreanische Tech-Konzern verbucht den vierten Rekord-Quartalsgewinn in Folge.
Frankfurt - Samsung projects a record operating profit of 107.4 trillion won and total revenue of 195 trillion won for the third quarter, up nearly ninefold, the South Korean electronics giant announced on Thursday. Analysts had forecast revenue of 199.6 trillion won. The operating profit surpassed the analyst estimate of 106.1 trillion won, according to data from LSEG.
This marks the fourth consecutive record quarterly profit for the world's largest memory chip manufacturer. In the previous year's period, the profit was 12.17 trillion won. The global surge in data center construction is causing supply chain bottlenecks, impacting demand not just for AI high-performance memory (HBM), but also for conventional DRAM and NAND chips used in PCs and smartphones. Samsung expects supply constraints to ease no earlier than 2027.
To secure the substantial investments in additional production capacity, the conglomerate is seeking long-term supply contracts with data center operators. Insiders suggest Samsung may also demand higher prices due to the scarce production capacities globally in chip contract manufacturing. Analysts anticipate this segment will become profitable as early as next year, earlier than previously expected.
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