{
  "id": 12875575,
  "title": "Memory crisis puts Samsung on track for the biggest quarterly operating profit in tech history",
  "url": "https://urgent.news/2026/10/08/memory-crisis-puts-samsung-on-track-for-the-biggest-quarterly",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-08T13:16:00.000Z",
  "source": {
    "name": "TechSpot",
    "slug": "techspot",
    "url": "https://www.techspot.com/news/114138-memory-crisis-puts-samsung-track-biggest-quarterly-operating.html"
  },
  "original_language": "en",
  "account": "Samsung's financial outlook is promising, with the AI-driven memory crisis driving unprecedented profits. The tech giant anticipates a staggering quarterly operating profit of $80.2 billion, marking an astonishing 782.5% year-over-year increase and becoming the first technology company to reach this milestone. This projection, amounting to 107.4 trillion won ($80.2 billion) for July through September, outpaces the previous quarter's figures by a significant margin, with operating profit climbing 20% and revenue increasing by 13.7%, resulting in an impressive operating margin of roughly 55%.\n\nThe surge in demand for memory stems from the rapid growth of AI infrastructure spending, which has allowed suppliers to raise prices. Although Samsung acknowledged supply constraints, analysts have predicted price increases of 40% to 50% in Q3, followed by another 30% to 40% in Q4. Despite these forecasts, Samsung's latest estimate falls slightly short of the 108.7 trillion won ($81.2 billion) consensus from Bloomberg analysts but still surpasses the LSEG forecast of 106.1 trillion won ($79.2 billion).\n\nThe memory crisis has impacted not only consumers but also major tech companies. Amazon raised the prices of its Kindle, Echo, Fire TV, and eero products in August, citing rising memory and storage costs. Apple and Microsoft have also passed on the increased expenses to consumers, with Apple hiking MacBook and iPad prices, and Microsoft adding $100 to the entry-level Xbox Series S and $150 to the 1TB consoles. As Samsung's full results are expected on October 29, the full extent of the memory boom's effect on the company will become clearer.",
  "summary": "Samsung's preliminary guidance puts operating profit for July through September at 107.4 trillion won ($80.2 billion), compared to 12.17 trillion won ($9.1 billion) a year earlier. Revenue is expected to reach 195 trillion won ($145.6 billion), an increase of almost 127%. Read Entire Article",
  "key_points": [
    "Samsung predicts $80.2 billion quarterly operating profit, 782.5% YoY increase",
    "AI-driven memory demand surge behind record profits",
    "Memory crisis impacts Amazon, Apple, Microsoft with price hikes"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "MarketWatch",
        "title": "Samsung just did something no tech company has ever done, and investors still aren’t satisfied",
        "url": "https://urgent.news/2026/10/08/samsung-just-did-something-no-tech-company-has-ever-done-and",
        "published": "2026-10-08T09:50:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}