Samsung Electronics, the flagship subsidiary of the Samsung Group, is the world's biggest smartphone maker
The company reported second-quarter revenue of 171.5 trillion won and operating profit of 89.5 trillion won, both record quarterly results. Getty Images

Samsung Electronics expects its quarterly operating profit to cross 100 trillion won for the first time, extending a run of record results as its semiconductor business benefits from growing demand tied to artificial intelligence.

The company said Thursday that it expects third-quarter operating profit of about 107.4 trillion won and consolidated sales of roughly 195 trillion won, according to preliminary Samsung Electronics results.

Operating profit would be almost nine times the 12.17 trillion won Samsung recorded in the third quarter of 2025, an increase of about 782.5%. Revenue would rise roughly 126.6% from 86.06 trillion won a year earlier.

The latest figures would also surpass the records Samsung set just three months ago. The company reported second-quarter revenue of 171.5 trillion won and operating profit of 89.5 trillion won, both record quarterly results, according to its second-quarter earnings release.

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Compared with that quarter, Samsung's preliminary third-quarter revenue is about 13.7% higher, while operating profit is up about 20%.

Samsung has not yet released a breakdown showing how much each business division contributed to the latest quarter. That detail will come with its full financial results later this month. Its semiconductor business was already the main profit engine in the second quarter.

Samsung's Device Solutions division, which includes its memory and foundry operations, generated 127.5 trillion won in second-quarter revenue and 89.2 trillion won in operating profit.

The company's Memory Business recorded its highest-ever quarterly revenue and operating profit during that period, with Samsung citing strong demand for DRAM and NAND products.

AI infrastructure has become a major source of demand for advanced memory chips as technology companies build larger data centers and deploy increasingly powerful AI models. Samsung has been expanding its semiconductor operations alongside that demand.

In September, the company announced a strategic partnership with French AI startup Mistral AI aimed at bringing customized artificial intelligence models into its semiconductor design and manufacturing operations.

Under the agreement, Samsung will integrate Mistral's AI services, including its Mistral Large model, into its chip operations to develop on-premises AI systems, according to Samsung's announcement.

Samsung also made a lead investment in Mistral's latest funding round. The partnership is part of a wider push by Samsung to use AI inside its own semiconductor production while also supplying the memory and storage products required by companies building AI infrastructure.

The preliminary third-quarter guidance does not provide operating profit figures for either division, meaning the extent of the latest contribution from Samsung's memory business will not be known until the full report.

Samsung's figures are based on Korean International Financial Reporting Standards and remain estimates because the company has not completed its quarterly closing process.

Under Korean disclosure rules, Samsung does not provide earnings guidance as a range. The company instead publishes the midpoint of its estimated ranges.