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Industry

Samsung Electronics\' third-quarter operating profit tops 100 trillion won

Samsung Electronics posted a record third-quarter operating profit of 107.4 trillion won, its first quarter above 100 trillion won. Revenue rose to 195 trillion won, and cumulative sales for the first three quarters exceeded last year\'s full-year sales. The company’s recovery has been driven by AI-led memory demand, with hyperscalers and AI chipmakers as key customers. The shift has strengthened suppliers’ pricing power and pushed operating margins higher.

Industry

Chipmakers\' big two see combined Q3 operating profit near 180 trillion won, record high expected

Samsung Electronics and SK Hynix are expected to post record-high third-quarter profits as higher DRAM and NAND flash prices lift memory earnings. Their combined semiconductor operating profit is forecast at 177 trillion won, industry sources said. Analysts see Samsung\'s companywide operating profit at 103.6 trillion won and its DS division at 104 trillion won, while SK Hynix is estimated to earn 73 trillion won. Currency assumptions and HBM4 shipments are also in focus.

Industry

Korean chipmakers\' performance pay disputes spread to Taiwan and U.S., raising questions over global compensation standards

Performance pay disputes at South Korean chipmakers are spreading to Taiwan and the United States, with talks at SK hynix and Samsung Electronics shared among overseas engineers. The developments have prompted rivals including TSMC and Micron to lift compensation and expand bonuses and stock rewards. In Taiwan, dissatisfaction over opaque bonus criteria has grown despite strong AI-driven profits. In the United States, competition is widening as big tech draws manufacturing talent with stock-based pay.