Samsung Forecasts a Record $80B Quarter on AI Chip Boom

Big Tech 📅 Oct 8, 2026 ✍️ Aamir Raza

Samsung Forecasts a Record $80B Quarter

Its Q3 profit guidance is a first for any tech company — driven by memory chips feeding AI data centers. LexxWire

Profit Up Nearly 9x in a Year

Samsung guided 107.4 trillion won (~$80.2B) in Q3 operating profit, up from 12.17 trillion a year earlier — and ahead of analyst estimates. Revenue is set to jump 127% to 195 trillion won. LexxWire

AI Is Eating Every Memory Chip

DRAM, NAND and high-bandwidth memory are in tight supply as AI infrastructure spending outruns production. DRAM margins now run above 80%, and Samsung and Micron say the squeeze could last into 2028. LexxWire

Markets Barely Moved

Shares slipped in early trade despite the record. With the stock down more than 25% from its June high, investors are asking how long the AI boom can keep up this pace. Full results arrive October 29. LexxWire

Samsung Forecasts a Record $80B Quarter on AI Chip Boom