Samsung’s latest Q3 earnings guidance paints a remarkably strong picture for the South Korean tech giant, signaling a powerful rebound driven by the ongoing artificial intelligence boom. After several challenging quarters, Samsung is forecasting its largest operating profit since 2022 – proof that its strategic focus on semiconductor production is paying off handsomely. According to preliminary results, total revenue is expected to reach KRW 86 trillion (around $60 billion), representing a 32% rise year over year, while operating profit is projected at KRW 12.1 trillion (roughly $8.5 billion), an 8.7% improvement compared to the previous year.
This resurgence is largely thanks to surging global demand for AI-related hardware, which has triggered a sharp rise in the price of memory chips. 
Data centers and AI developers have been clamoring for DRAM and NAND memory, essential for handling massive datasets and training complex AI models. Although Samsung’s high-bandwidth memory (HBM) business has not expanded as quickly as expected, the company’s overall chip segment continues to benefit from the broader AI momentum. Analysts suggest that as AI models grow more sophisticated, Samsung’s premium chips will soon find stronger traction in the market.
Yet not everyone views Samsung’s success in a purely positive light. Some critics argue that while the company enjoys booming profits, its consumer devices – particularly smartphones – still lag behind in terms of memory upgrades. Others voice privacy concerns, pointing to Samsung’s growing data ecosystem as a potential source of profit beyond hardware sales. Regardless, the Q3 forecast underscores one clear reality: Samsung’s semiconductor dominance remains a cornerstone of its business, and the AI revolution has given it a powerful second wind.