Some analyst from Kiwoon Securities thinks Samsung could pull in somewhere between $62 billion and $69 billion in operating profit next year, and the company has a bunch of different revenue streams that could make it happen. The Korean giant needs to get its foundry operation turning a profit by 2027, which means cranking up yields on those 2-nanometer GAA wafers that will power the Exynos 2600 chip going into the Galaxy S26 lineup.
Park Yoo-ak from the same firm went full optimist mode and said Samsung might actually hit the high end of that range, thanks to grabbing more HBM4 market share and watching general DRAM prices shoot up by 56 percent. Rising NAND flash costs should help the bottom line, and landing customers like Tesla with a massive $16.5 billion deal, plus Chinese crypto mining companies ordering 2-nanometer chips shows the foundry business is getting traction. Kim Dong-won over at KB Securities pointed to Google ordering more TPUs and boosting Galaxy phone sales through Gemini integration as other factors pushing Samsung toward record profits.
Park Yoo-ak from the same firm went full optimist mode and said Samsung might actually hit the high end of that range, thanks to grabbing more HBM4 market share and watching general DRAM prices shoot up by 56 percent. Rising NAND flash costs should help the bottom line, and landing customers like Tesla with a massive $16.5 billion deal, plus Chinese crypto mining companies ordering 2-nanometer chips shows the foundry business is getting traction. Kim Dong-won over at KB Securities pointed to Google ordering more TPUs and boosting Galaxy phone sales through Gemini integration as other factors pushing Samsung toward record profits.
