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Samsung's quarterly operating profit lands near forecasts on AI chip demand

Operating profit of 107.44 trillion won was slightly below the 107.66 trillion won expected by LSEG SmartEstimates; Samsung expects AI chip demand to outpace supply through 2027.

Updated Oct 29, 2026 · 10:23 UTC2 reports

The short version

  • Samsung Electronics reported third-quarter operating profit broadly in line with analyst expectations, as demand for AI memory chips continued to grow.[CNBC]
  • Revenue of 195.25 trillion won and operating profit of 107.44 trillion won were both slightly below LSEG SmartEstimates.[CNBC]
  • Samsung expects AI chip demand to outpace supply through 2027, but some analysts question whether the spending will pay off.[ABC News]

Key facts

  • Samsung reported third-quarter revenue of 195.25 trillion won, compared with 195.79 trillion won expected by LSEG SmartEstimates.[CNBC]
  • Samsung reported third-quarter operating profit of 107.44 trillion won, compared with 107.66 trillion won expected by LSEG SmartEstimates.[CNBC]
  • Samsung reported third-quarter operating profit broadly in line with analyst expectations.[CNBC]
  • Samsung said it expects demand for its AI-related chips to accelerate through 2027, outpacing supply.[ABC News]
  • Some analysts question whether the spending on AI infrastructure will ultimately pay off.[ABC News]

What remains uncertain

  • Whether Samsung's AI chip demand will actually outpace supply through 2027 is a company projection, not a confirmed outcome.[ABC News]
  • Whether the heavy AI-related spending will pay off is disputed, according to some analysts.[ABC News]

Sources

Outlet counts describe coverage, not independent confirmation. Reports may share a wire service or original source.