Samsung Posts Record Profits in 2025, Betting Big on AI for 2026

Samsung Electronics closed 2025 with its most profitable quarter ever, setting new records as the global appetite for advanced semiconductors, particularly for artificial intelligence, shows no sign of slowing. The tech giant reported consolidated revenue of 93.8 trillion won and an operating profit of 20.1 trillion won for the final three months of the year.

For the full fiscal year 2025, revenue reached 333.6 trillion won with an operating profit of 43.6 trillion won. The standout performance came from the Device Solutions division, home to its semiconductor business, where sales jumped 33% from the previous quarter. The memory unit, fueled by soaring prices and expanded sales of high-bandwidth memory (HBM) for AI servers, posted its own historic highs in revenue and profit.

Other divisions faced headwinds. The Device eXperience division, which includes smartphones and consumer electronics, saw revenue dip 8% sequentially as the buzz around new model launches faded and market competition intensified.

As the company moves through 2026, its strategy is unequivocally centered on AI. The semiconductor division plans to start shipping its next-generation HBM4 products this quarter, aiming to reclaim leadership in the premium memory market. It will continue prioritizing high-performance chips for AI applications across DRAM and NAND.

The mobile business, having seen smartphone sales soften late last year, is pinning its immediate hopes on the upcoming Galaxy S26 series to solidify its position in the AI smartphone market. Across the board, from displays to home appliances, Samsung's plans for the year involve weaving AI capabilities into more products and services.

The company invested a record 37.7 trillion won in research and development in 2025, a clear signal of its commitment to funding this technological pivot. With the AI boom continuing to reshape the industry, Samsung is positioning its semiconductor unit as the engine for growth while tasking its consumer divisions with turning AI into tangible customer experiences.

Source: Samsung