Samsung Electronics reported a massive 80% surge in operating profit for its semiconductor business in the third quarter, reaching 7 trillion won. This performance, significantly beating analyst estimates, was largely fueled by booming demand for AI-related memory chips.

The explosive growth was driven by strong sales of its HBM3E memory, which helped the company's memory division achieve a record quarterly revenue. The AI investment wave also boosted demand and prices for conventional DRAM and NAND chips, allowing Samsung to reclaim its position as the world's top memory chipmaker by revenue.

Samsung is aggressively advancing in the high-end AI storage market, planning the mass production of next-generation HBM4 for 2026. The company has secured a 47.4 trillion won capital expenditure plan for 2025 to expand production. It has already landed orders from AMD and OpenAI's "Stargate" project, while awaiting final certification from NVIDIA.

ICgoodFind : Samsung's robust recovery, powered by its HBM strategy and key client wins, is set to reshape the competitive landscape of the high-end memory chip market.