Samsung Electronics achieved its highest-ever performance by recording over 106 trillion won in operating profit from its semiconductor business alone in the third quarter of this year. The semiconductor division accounted for 99% of the company's total operating profit, driving earnings growth.
Samsung Electronics' Device Solutions (DS) Division recorded revenue of 147.1 trillion won and an operating profit of 106.5 trillion won in the third quarter of this year. Given that the company's total revenue was 195.2532 trillion won and its operating profit was 107.4405 trillion won, the DS Division accounted for approximately 75% of total revenue and approximately 99% of operating profit. The operating profit margin was calculated at 72.4%.
The majority of the operating profit came from memory semiconductors. The memory division's operating profit margin is estimated to be around 77%. It appears that earnings were bolstered by the full reflection of sales for HBM4 (6th-generation high-bandwidth memory) for NVIDIA's next-generation AI platform, 'Vera Rubin,' starting this quarter.
The upward trend in DRAM prices also continued. Market research firm TrendForce analyzed that general-purpose DRAM contract prices rose 13% to 18% compared to the previous quarter in the third quarter of this year. As the production share of HBM4 expands, supply capacity for general-purpose DRAM has decreased, leading to an even tighter supply-demand situation.
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