Samsung, the world’s largest maker of memory chips, smartphones, and televisions, is expecting its strongest profit since 2022, driven by a surge in global demand for artificial intelligence (AI) hardware. The growing appetite for AI servers and advanced computing infrastructure has sparked a rally in chip prices, particularly for high-performance DRAM and NAND used in AI training systems.

Analysts Predict Tripled Operating Profit

According to industry forecasts, Samsung’s operating profit for the latest quarter could exceed ₩10 trillion ($7.3 billion) — more than three times higher than the same period last year. This surge is largely attributed to the rebound in memory chip prices after a prolonged slump in the semiconductor market. The company’s strategic cut in chip production earlier this year also helped reduce excess inventory and stabilize prices.

AI Boom Reshaping Chip Priorities

The global AI race — led by tech firms like NVIDIA, OpenAI, and Google — has sparked unprecedented demand for high-bandwidth memory (HBM) chips, essential for powering AI models. Samsung, along with its rival SK Hynix, has been ramping up production of advanced memory tailored for AI workloads, tightening the availability of commodity DRAM for general computing and smartphones.

Investors Signal Renewed Optimism

Shares of Samsung Electronics have climbed steadily through 2025 as investors bet on a sustained recovery in the semiconductor industry. Analysts expect the company’s profit momentum to continue into next year, with AI infrastructure expansion driving steady growth in memory sales and margins.

Samsung Strengthens AI Strategy

Beyond memory, Samsung is also intensifying investments in AI-driven device features and next-generation foundry technologies. The company aims to compete more aggressively with Taiwan’s TSMC in the high-end chipmaking space, as demand for AI processors and integrated solutions continues to rise.