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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

Samsung union conflict widens with New York ad and chair sent to prosecutors

Conflicts inside and around Samsung Electronics\' unions are growing. The DX division union ran a Times Square ad criticising workforce efficiency moves and plans an open-ended rally from Sept. 18 outside Chairman Jay Y. Lee\'s home. Separately, police sent six people including a union chair to prosecutors over alleged creation of a member list. New labour ministry guidelines also narrow what can be treated as a legal labour dispute, limiting unions\' leverage.