Samsung Q3 operating profit hits record, but shares fall 4.6%

what happened

Samsung Electronics posted third-quarter 2026 operating profit of 107.44 trillion won, up from 12.17 trillion won a year earlier. Revenue rose 126.88% to 195.25 trillion won, and net income attributable to shareholders reached 75.21 trillion won. According to TradingView, citing RTTNews, the company became the first technology firm to exceed 100 trillion won in quarterly operating profit.

The Device Solutions division, with 147.1 trillion won in revenue, drove the gains, and its memory business set an all-time high for quarterly revenue and operating profit. The Device eXperience division recorded an operating loss of 0.8 trillion won. Samsung expects rivalry for AI leadership to keep infrastructure spending rising, and projects AI capital expenditure in 2027 to reach a historic level, with demand well ahead of industry memory supply. The third-quarter dividend totals 30 trillion won, or 4,601 won per common and preferred share. Meanwhile, the shares in South Korea traded at 231,000 won, down 4.6%.

why it matters

For the memory market, the outlook points to sustained demand for AI chips, which supports DRAM and NAND makers. The share decline, however, suggests investors had already priced in much of the good news and are focusing on how durable the cycle is and what the stock is worth.

market impact

Memory chips: expected AI supply shortfall supports the sector; Samsung shares under pressure from the sell-off.

• ▲Memory chips (DRAM, NAND) pressure up — expected AI memory demand to exceed industry supply
• ↔Samsung Electronics shares mixed — strong results and dividend sit alongside a fall in the share price

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instruments