ðŸ‡ðŸ‡° English, 8 October 2026, AI chip market
Samsung Projects Record Profit on AI Chip Demand
Samsung Electronics estimates a nearly nine-fold jump in third-quarter earnings driven by booming demand for AI chips.
The world’s largest memory chipmaker attributed the strong earnings to the deepening global memory chip shortage, which has driven chip prices up sharply.
Samsung and Micron expect the imbalance to persist into 2028, although Chinese competition and a potential slowdown in AI spending pose risks to the longer-term earnings outlook.
TSMC, the world’s largest contract chipmaker, reported record third-quarter revenue of US$46.71 billion, beating the market forecast and rising 50 percent from the year-earlier period due to surging demand for AI applications.