三星芯片，利润飙升

Core Viewpoint - Samsung Electronics is expected to achieve an operating profit exceeding 10 trillion KRW for the first time in about a year in Q3 2023, driven by improvements in its high bandwidth memory (HBM) and foundry businesses, alongside strong global sales of its Galaxy series smartphones and the upcoming mass production of its 2nm Exynos 2600 mobile application processor [1][3][4]. Group 1: Financial Performance - Samsung Electronics' Q3 2023 sales are projected to reach 82.7 trillion KRW, with an operating profit of 10.7 trillion KRW, marking a return to the 10 trillion KRW profit club [3]. - The company's operating profit has seen a significant decline from 10.44 trillion KRW in Q2 2022 to 4.7 trillion KRW in Q2 2023, reflecting challenges in the HBM market and missed opportunities in the AI sector [1]. - Analysts predict that Samsung's operating profit could rise to 12 trillion KRW in Q4 2023, with a target stock price adjustment to 10.5 trillion KRW [3]. Group 2: Business Developments - Samsung has signed a contract worth approximately 23 trillion KRW to produce the next-generation AI6 chip for Tesla, indicating a potential recovery in its foundry business [2]. - The company is also set to supply image sensors to Apple and has secured a contract for IBM's next-generation Power11 data center chip, suggesting a strengthening of its foundry capabilities [2]. - The anticipated mass production of the Exynos 2600, which has received positive evaluations from global verification agencies, could lead to its integration into all models of the upcoming Galaxy S26 smartphone [2]. Group 3: Market Position and Future Outlook - There is speculation that Qualcomm may resume semiconductor foundry production with Samsung, following contracts with Tesla, Apple, and IBM, which could further stabilize Samsung's foundry business [3]. - Financial analysts expect Samsung's sales to grow by 12% year-on-year to 358 trillion KRW in the next year, with operating profit projected to increase by 66% to 53.4 trillion KRW, marking the highest performance in eight years [4].