Samsung 3Q26- Semiconductor revenue up 22% q/q and 335% y/y to $103.8B; 72% OPM- Memory up 23% q/q to $99.3B; Implied S.…
Samsung 3Q26
- Semiconductor revenue up 22% q/q and 335% y/y to $103.8B; 72% OPM- Memory up 23% q/q to $99.3B; Implied S.LSI + Foundry $4.5B- 10 LTA customers; Targets 60%-70% of memory capacity for LTAs- semi capex $53.1B in 2026; Memory capex driven by new fabs; Foundry capex for TaylorSource: Sravan Kundojjala
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