Samsung Electronics Surpasses Nvidia to Post World's Highest Quarterly Operating Profit
Yahoo Finance ·
Samsung Electronics has surpassed Nvidia in quarterly operating profit, driven by soaring artificial intelligence infrastructure demand and a booming memory chip sector. According to reports on October 17, 2026, Samsung posted a third-quarter operating profit of 107.4 trillion won, surging 783% year-on-year and beating Nvidia's estimated 97 trillion won. KB Securities maintained a buy rating with a target price of 600,000 won, forecasting a fourth-quarter operating profit of 114 trillion won. Analysts noted that rising high-bandwidth memory prices and robust shareholder return programs, which could include 70 trillion to 80 trillion won in cash dividends and significant share cancellations, provide strong catalysts for a valuation re-rating of the stock.
AI 시장 분석
Samsung Electronics recorded an operating profit of 107.4 trillion won in the third quarter, surpassing NVIDIA to become the world's largest quarterly operating profit earner. Soaring demand for AI infrastructure and a memory semiconductor boom drove earnings growth, with further HBM price hikes expected. Investors should note additional upside potential based on undervalued valuations and large-scale shareholder return policies.
상승 영향
- Semiconductors — Samsung Electronics surpassed NVIDIA with a Q3 operating profit of 107.4 trillion won, proving explosive earnings growth driven by soaring AI memory demand.
DYAX 전담 분석
Samsung Electronics' third-quarter operating profit surged 783% year-over-year to 107.4 trillion won, exceeding NVIDIA's estimate of 97 trillion won. The expansion of HBM demand used in AI accelerators and the forecast for an additional 114 trillion won in operating profit for the fourth quarter act as strong tailwinds for the semiconductor sector as a whole.
The bullish scenario is the application of HBM4 premium pricing and the realization of 70 to 80 trillion won in shareholder returns leading to valuation rerating, while the bearish scenario is a reversal of memory price declines if AI demand slows down. Key monitoring indicators are the HBM average selling price (ASP) trend and the execution of shareholder returns.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 70% · Bearish (Short) 30%
374 participants
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