存储芯片强势复苏，三星电子三季度营业利润同比增近32%

Core Insights - Samsung Electronics reported a significant increase in operating profit for Q3, driven by a strong recovery in the semiconductor sector, with operating profit reaching 12.1 trillion KRW (approximately 60.52 billion RMB), a year-on-year increase of 31.81% and a quarter-on-quarter increase of 158.55% [1] - The company's sales for the third quarter reached 86 trillion KRW, marking a historical high with a year-on-year growth of 8.72% and a quarter-on-quarter growth of 15.33% [1][2] - The recovery in the semiconductor sector, particularly in the memory chip business, is expected to continue, bolstered by rising demand driven by artificial intelligence [2] Financial Performance - Samsung's Q3 operating profit surpassed 10 trillion KRW for the first time in five quarters, reaching its highest level since Q2 2022 [1] - The anticipated operating profit from the Device Solutions (DS) division, responsible for chip business, is estimated to be 6 trillion KRW, reflecting a significant rebound from Q2 [1] - The company's revenue growth of 8.7% in Q3, reaching 86 trillion KRW, exceeded market expectations [2] Market Trends - The demand for storage chips has surged due to the acceleration of global artificial intelligence development, which is expected to enhance investor confidence in the ongoing demand for AI servers and memory chips [2] - Samsung plans to expand its supply of high-bandwidth memory (HBM), indicating a positive outlook for its semiconductor-centric performance [2] - Analysts predict that Samsung's performance growth will lead among the top three memory manufacturers next year [2]