Samsung is using the AI wave as soon as once more. The tech large’s semiconductor division posted a surprising 80% leap in revenue for the September quarter, signalling that the worldwide growth in synthetic intelligence is respiratory new life into the reminiscence chip business.
The unit — competing with SK Hynix and US-based Micron Know-how — mentioned it plans to start mass manufacturing of next-generation HBM4 chips subsequent 12 months, designed to energy Nvidia AI accelerators. Samsung expects the AI-driven demand surge to proceed via this quarter and into 2026. Its shares rose by greater than 5% in Seoul following the outcomes.
After dropping floor to SK Hynix within the high-bandwidth reminiscence race, Samsung is now aggressively investing to reclaim its lead. The corporate has put aside 47.4 trillion gained (round $33 billion) for 2025 to broaden and modernise its chip-making capability.
The chip division reported an working revenue of seven trillion gained for the September quarter, far above analysts’ forecast of 4.7 trillion gained. Document gross sales of superior HBM3E chips helped drive the sturdy efficiency. General web revenue got here in at 12.01 trillion gained, additionally exceeding expectations.
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