Revenue of 195 Trillion Won, Operating Profit of 107.4 Trillion Won, Driven by Expanded Demand for AI Semiconductors and Data Centers

Samsung Electronics surpassed 100 trillion won in quarterly operating profit for the first time in company history in its third quarter provisional results for 2026, demonstrating the expansion of AI investment.

Samsung Electronics announced on the 8th that its provisional results for the third quarter of 2026 on a consolidated basis recorded revenue of 195 trillion won and operating profit of 107.4 trillion won.

Revenue increased 13.7% compared to the previous quarter, and operating profit increased 20.01%, while year-over-year, revenue rose 126.59% and operating profit increased 782.5%.

These results are evaluated as exceeding market expectations.

In particular, the significance is considerable in that Samsung Electronics is the first domestic company to exceed 100 trillion won in quarterly operating profit.

The industry views the increase in demand for high-performance semiconductors and the expansion of data center investment following the expansion of artificial intelligence (AI) infrastructure as factors contributing to improved results.

There are also analyses suggesting that as memory semiconductor and server and data center infrastructure demand increases due to the spread of AI services, the entire related industry is showing growth.

Recently, the global economy continues to face uncertainties such as high interest rates and geopolitical conflicts, but AI-related investment is showing an expanding trend.

Increased investment centered on semiconductors, data centers, and power infrastructure is leading to improved manufacturing results, and Samsung Electronics' latest results are evaluated as an example of this trend.

The industry forecasts that with the growth of the AI industry, benefits will extend not only to semiconductors but also to power equipment, cooling devices, batteries, and materials industries.

Samsung Electronics' latest results are evaluated as an indicator showing that AI-related industry demand is translating into actual corporate profits.