Samsung Broke a Record with Artificial Intelligence in the Third Quarter of 2026

Samsung shared its financial results for the third quarter ending on September 30, 2026 with the public. The technology giant reached the highest quarterly revenue of all time, increasing its consolidated revenues to 195.3 trillion won, or approximately 146.3 billion dollars, driven by the increasing global demand for artificial intelligence memories. The company, which recorded a huge growth of 126.82 percent compared to the same period last year, renewed its record by increasing its operating profit to 107.4 trillion won. While this success of Samsung was largely due to the intense interest in artificial intelligence (AI) chips, the losses experienced by its mobile division revealed the striking contrast in the financial picture.

Artificial Intelligence Memory Demand Increases Profit Margins

The company's financial success is driven by an explosion in demand for specialized high-bandwidth memory (HBM) chips for data centers and artificial intelligence applications. The semiconductor unit demonstrated profitability above market expectations by strategically redirecting its production capacity to AI-focused products. The global digital transformation process has made Samsung's memory unit the company's main revenue engine, balancing fluctuations in other divisions.

Mobile Department Meets Challenges

Unlike the golden age on the memory side, Samsung's mobile division reported a loss this quarter, falling short of expectations. The saturation point in the smartphone market and the fierce competition in the middle segment puts serious pressure on profit margins. Company management states that new software-focused strategies need to be developed to stop this decline in mobile devices. The mobile unit aims to increase its market share again by improving the user experience with new generation features supported by artificial intelligence in the coming period.

Investors Focus on Future Strategies

While analysts predict that Samsung's superiority in the memory unit will continue, they warn that the recovery of the mobile unit may extend to 2027. The company management aims to maintain its market leadership, especially by focusing R&D investments on artificial intelligence integration. It is expected that the damage in the mobile segment will be minimized in the coming quarters, especially with foldable device technologies and advanced processor architectures. The biggest test for Samsung will be to be able to spread its success in artificial intelligence technologies to all of its hardware products.