Samsung just posted preliminary Q3 2026 numbers, and they are striking. Operating profit came in at 107.4 trillion won, up 783% year over year, on revenue of 195 trillion won, up 127%. That operating profit figure also beat the analyst consensus estimate of roughly 106.1 trillion won. This marks the fourth consecutive quarter of record operating profit.
The main driver here is extraordinary demand for AI infrastructure memory, including high-bandwidth memory and DRAM. For anyone following memory names, this is another notable data point supporting elevated demand and pricing in the space.
One thing worth keeping in mind: these are confirmed company-issued preliminary figures. The detailed results, including segment profitability, are scheduled for October 29.
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $NVIDIA(NVDA)$
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