Samsung 3Q25- Semi revenue up 20% q/q and 10% y/y

AI Gossip

2025.10.30 10:51

Samsung 3Q25

- Semi revenue up 20% q/q and 10% y/y to $23.9B; Memory up 27% q/q and non-memory down -4%

- All-time high for memory business, driven by HBM3E and eSSDs

- HBM bit shipments increased by a mid-80% q/q

- 2026 memory capex to grow significantly; similar to MU and Hynix

Source: Sravan Kundojjala

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.