KRX · Korea · Consumer Electronics

005930.KS Samsung Electronics

HBM, DRAM and foundry across memory and logic

Record memory profit Prelim Q3 operating profit ₩107.4T — first Korean company over ₩100T in a quarter. Mobile and consumer electronics weak.

Leading-Edge Chipmaking (Foundry) · 84 AI Memory (HBM & DRAM) · 88

Last close (delayed) · 2026-10-26

₩213,000

−1.16% today

−2.3%

−22.3%

−18.2%

YTD

+78.2%

+126.0%

Off 52w high

−41.2%

Next earnings (est.): 2026-10-28

Market cap₩1,403T≈ $1.06T

P/E (trailing)—Forward 3.0

EV / sales2.6×EV/EBITDA 5.5×

Revenue (TTM)₩485TGrowth 130.0% y/y

Margins57.5%gross · op 52.2%

Free cash flow₩69.55TCash ₩190T · debt ₩22.41T

Analyst target₩478,906+124.8% upside · 36 analysts · strong buy

Riskβ 1.54Short — of float · yield 0.7%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

005930.KS · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

12 events

12

2026-10-21Korea Customs (20-day)Data release

Oct 1–20 chip exports +222.5% y/y to $27.5B (44.7% of all exports). SSD-driven computer-peripheral exports +424%. Source ↗
11

2026-10-08Samsung prelim Q3Beat / raise

Prelim Q3 operating profit ₩107.4T on revenue ₩195T (+127% y/y); memory (HBM4, DRAM) the driver. Full results Oct 29. Source ↗
10

2026-10-01Korea MOTIRData release

September Korea chip exports +262.8% y/y to a record $60.3B; total exports a record $120.9B. Memory prices named as the main driver. Source ↗
9

2026-09-30TrendForceSupply tightening

Q4'26 conventional DRAM contract prices seen +10–15% q/q and NAND +15–20%, on AI-server demand. An Oct 20 update put DRAM nearer +20%. Source ↗
8

2026-07-29EarningsMiss / cut

Reported EPS 10849 vs 11032.5 expected (-1.7% surprise).
7

2026-04-29EarningsBeat / raise

Reported EPS 7123 vs 5089.38 expected (+40.0% surprise).
6

2026-01-28EarningsBeat / raise

Reported EPS 2909 vs 2361.26 expected (+23.2% surprise).
5

2025-10-29EarningsBeat / raise

Reported EPS 1802 vs 1436.08 expected (+25.5% surprise).
4

2025-07-30EarningsMiss / cut

Reported EPS 737 vs 764.87 expected (-3.6% surprise).
3

2025-04-29EarningsBeat / raise

Reported EPS 1192 vs 720.41 expected (+65.5% surprise).
2

2025-01-30EarningsBeat / raise

Reported EPS 1116 vs 1004.54 expected (+11.1% surprise).
1

2024-10-30EarningsBeat / raise

Reported EPS 1440 vs 1355.66 expected (+6.2% surprise).

Latest headlines

Auto-updated daily

Alternative data that moves 005930.KS

Korea semiconductor exports+262.8% y/y US imports from Vietnam+61.0% y/y

Predictions involving 005930.KS

Tight to 2028 Micron & SamsungOn track +10–15% TrendForceRaised ~30% TrendForce (via trade press)Watch

Earnings history

EPS vs expectations

Date	Expected EPS	Reported EPS	Surprise
2026-07-29	11032.47	10849.0	−1.7%
2026-04-29	5089.38	7123.0	+40.0%
2026-01-28	2361.26	2909.0	+23.2%
2025-10-29	1436.08	1802.0	+25.5%
2025-07-30	764.87	737.0	−3.6%
2025-04-29	720.41	1192.0	+65.5%
2025-01-30	1004.54	1116.0	+11.1%
2024-10-30	1355.66	1440.0	+6.2%
2024-07-30	1152.07	1419.0	+23.2%
2024-04-29	743.09	975.0	+31.2%
2024-01-30	456.15	887.0	+94.5%
2023-10-30	320.62	810.0	+152.6%
2023-07-26	126.18	228.0	+80.7%
2023-04-27	333.54	206.0	−38.2%
2023-01-30	648.89	3460.0	+433.2%
2022-10-27	1429.45	1346.0	−5.8%
2022-07-27	1692.58	1613.0	−4.7%
2022-04-28	1566.99	1638.0	+4.5%
2022-01-26	1612.79	1566.0	−2.9%
2021-10-27	1832.26	1776.0	−3.1%
2021-07-28	1368.35	1391.0	+1.7%
2021-04-28	1039.63	1044.0	+0.4%
2021-01-27	1075.11	949.0	−11.7%
2020-10-28	1251.97	1364.0	+8.9%

About Samsung Electronics

Website ↗

Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. The company operates through four divisions: Device eXperience (DX), Device Solutions (DS), SDC, and Harman. The company offers smartphones, tablets, audio sounds, watches, switches, and accessories; TVs, and sound devices; appliances, including refrigerators, washing machines and dryers, vacuum cleaners, cooking appliances, dishwashers, air conditioners, and air purifiers; monitors and memory storage products; displays, and smart and LED signages; and other accessories. It also engages in venture capital investments, cloud services, network devices installation, semiconductor equipment services, digital advertising platforms, marketing, consulting, connected services provider, logistics, financing, and software design activities.…

128,242 employees · Suwon-si, South Korea

Leading-Edge Chipmaking (Foundry)

One company produces almost all leading-edge AI logic. N3/N2 capacity is allocated years ahead and every new fab is a multi-year, tens-of-billions bet.

EUV + tools→Wafer starts→Leading-node logic→Packaging

What would prove us wrong. Weakens if leading-node utilisation falls while packaging and HBM stay loose — logic would no longer bind.

AI Memory (HBM & DRAM)

Three suppliers make essentially all HBM. Each HBM bit consumes several times the wafer area of standard DRAM, crowding out conventional supply.

DRAM wafer→TSV stack→HBM cube→Co-package

What would prove us wrong. Weakens if HBM inventory builds and pricing softens while GPU shipments rise.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
TSM Taiwan Semiconductor	Leading-node foundry and CoWoS packaging chokepoint	$425.4	+1.64%	−5.6%	+41.1%
INTC Intel	US foundry rebuild with advanced-packaging optionality	$90.78	+4.39%	−26.2%	+146.0%
GFS GlobalFoundries	Specialty-node foundry incl. silicon photonics	$45.34	+2.14%	−7.5%	+30.4%
UMC United Microelectronics	Mature-node foundry and interposer capacity	$19.14	+1.30%	−21.3%	+147.7%
MU Micron Technology	US HBM/DRAM supplier; allocation thesis pulse	$903.6	+2.97%	−16.5%	+216.8%
000660.KS SK hynix	HBM share leader	₩1,275,000	−0.16%	−31.8%	+96.3%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.