Polstob
Thu, 29 Oct 2026
BreakingEarnings

Samsung's chip division earns KRW 106.5tn of its KRW 107.4tn Q3 operating profit

Unaudited Q3 figures are in line with Samsung's 8 October estimates; phone, TV and appliance units lost money. Shares fell 4.13% by 15:30 Seoul time on 29 October, per Yahoo Finance; may still change.

Key facts
  • Revenue · Q3 2026195.25 KRW tn +126.9% y/y; +13.9% q/q
  • Operating profit · Q3 2026107.44 KRW tn +783.1% y/y (KRW 12.17tn)
  • Net profit · Q3 202675.14 KRW tn KRW 12.23tn in Q3 2025
  • DS (chip) division operating profit · Q3 2026106.5 KRW tn KRW 7.0tn in Q3 2025
  • Q3 cash dividend · Q3 20264,601 won per share KRW 30tn in total
  • 2026 capital spending outlook · Outlook issued 29 October 202684.4 KRW tn About; KRW 76.8tn in DS

Samsung's Device Solutions (DS) chip division earned KRW 106.5tn of operating profit in the quarter to 30 September 2026, against KRW 7.0tn a year earlier, according to its results release and earnings presentation. Preliminary consolidated figures in a DART disclosure at 09:50 Korean time (01:50 CET) on 29 October put group revenue at KRW 195.25tn, up 126.9% year on year and 13.9% from the second quarter, and operating profit at KRW 107.44tn, up 783.1% from KRW 12.17tn a year earlier. Samsung's 8 October guidance had put them at about KRW 195tn and KRW 107.40tn. Net profit was KRW 75.14tn, against KRW 12.23tn a year earlier. The figures predate the external auditor's review and could still change, the disclosure says.

Samsung Electronics by division, Q3 2026 (KRW tn)
DivisionRevenueOperating profitOp. profit Q3 2025
DS (chips)147.1106.57.0
DX (devices)52.1-0.83.5
MX/Networks37.7-0.63.6
VD/DA13.9-0.2-0.1
Samsung Display8.01.11.2
Harman4.30.60.4

Source: Samsung Electronics 3Q 2026 earnings presentation, Q3 2026. Division sales include intersegment sales and follow the December 2021 structure, so rows do not add up to the group total. MX/Networks and VD/DA sit within DX.

Samsung said its Memory business set new quarterly highs for both revenue and operating profit, with Memory revenue of KRW 140.7tn against KRW 26.7tn a year earlier, according to its earnings presentation. For 2027, the Memory business expects AI infrastructure spending to reach a historic level and said that "increasing AI-driven demand will far exceed the industry supply in comparison with 2026", according to the release.

Outside chips, the Device eXperience (DX) division, which makes phones, TVs and appliances, had an operating loss of KRW 0.8tn on revenue of KRW 52.1tn, against a KRW 3.5tn profit a year earlier. The MX mobile and Networks businesses lost KRW 0.6tn combined; Samsung said their earnings rose from the second quarter on a better mix of flagship phones, though Networks alone fell, and dropped from a year earlier on cost pressures. The VD and DA television and appliance businesses lost KRW 0.2tn; Samsung said higher costs cut earnings in both, with raw materials and logistics weighing on appliances.

Returns to shareholdersQ3 2026
  • DividendQ3 cash dividend4,601 won per shareSame for common and preferred shares; KRW 30tn in total
  • BuybackTreasury stock acquired in Q312.5 KRW tnFrom the cash flow summary

Source: Samsung Electronics 3Q 2026 results release and earnings presentation, Q3 2026.

Samsung set the third-quarter cash dividend at 4,601 won for each common and preferred share, KRW 30tn in all. In its 29 October release it put total 2026 shareholder returns at an estimated KRW 90tn-110tn; with KRW 35tn already planned or completed, it expects KRW 55tn-75tn to remain and says their return will include a large share buyback and cancellation programme as well as cash dividends. The board is due to settle the final amount and the next return policy at a meeting planned for late January 2027. Capital spending reached KRW 29tn in the third quarter, and Samsung expects about KRW 84.4tn for 2026, including KRW 76.8tn in DS.

Samsung Electronics common shares fell on 29 October. Yahoo Finance showed a regular-session price of 232,000 won at 15:30 Korean time (07:30 CET), down 4.13%. Naver Finance showed 230,500 won, down 4.75%, timed at 20:00 Korean time (12:00 CET). Both show a high of 249,000 won. Polstob has not confirmed either figure with the Korea Exchange, so both may still change.