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The Samsung flag and Korea’s nationwide flag wave at Samsung Electronics’ workplace in Seocho District, Seoul, Thursday. Yonhap
Samsung Electronics reported a strong restoration in its 2025 earnings, posting record-high quarterly working revenue and annual income.
The restoration got here as its semiconductor enterprise gained traction from hovering demand for reminiscence chips pushed by the fast enlargement of synthetic intelligence (AI), based on the corporate Thursday.
To additional speed up the present reminiscence momentum, the corporate stated it would start mass shipments of high-bandwidth reminiscence 4 (HBM4) subsequent month and begin buyer sampling of next-generation HBM4E in the midst of this 12 months. It additionally plans to realize important outcomes in its humanoid robotic enterprise this 12 months.
Samsung Electronics stated it posted 20.1 trillion gained ($14.03 billion) in working revenue and 93.8 trillion gained in gross sales within the fourth quarter of 2025, marking a quarterly excessive.
Working revenue surged 209.17 p.c, whereas gross sales jumped 23.82 p.c from a 12 months earlier.
On an annual foundation, the corporate’s working revenue reached 43.6 trillion gained and gross sales stood at 333.6 trillion gained, representing year-on-year development of 33.23 p.c and 10.88 p.c, respectively.
It was the best annual income within the firm’s historical past, however the working revenue fell behind that of SK hynix for the primary time, as their rivals posted 47.2 trillion gained.
The sturdy efficiency was pushed by brisk profitability on the firm’s Gadget Options (DS) division amid skyrocketing international reminiscence demand.
Within the fourth quarter, the DS division posted file quarterly working earnings of 16.4 trillion gained and gross sales of 44 trillion gained. Working revenue surged 465.5 p.c from 2.9 trillion gained a 12 months earlier.
The DS division posted disappointing numbers within the first half of final 12 months as a result of sluggish ends in its HBM enterprise, with working revenue remaining at 1.1 trillion gained within the first quarter and 400 billion gained within the second quarter.
Nevertheless, it rapidly recovered within the second half of final 12 months, because it started to produce HBM3E chips to Nvidia. Working revenue stood at 7 trillion gained within the third quarter and greater than doubled to 16.4 trillion gained within the fourth quarter.
The continued upcycle within the international reminiscence market has additionally performed a major position. Costs of legacy dynamic random-access reminiscence surged 40 to 50 p.c within the fourth quarter, whereas NAND flash costs continued to rise all through final 12 months. The foundry enterprise can be believed to have considerably narrowed its losses as line utilization improved.
Samsung Electronics’ 12-high high-bandwidth reminiscence 3E / Courtesy of Samsung Electronics
Throughout its earnings name, the corporate stated its HBM gross sales this 12 months will doubtless obtain threefold development from 2025, including that “purchasers already hope to safe provide agreements for volumes in 2027 and past.”
“Primarily based on buyer suggestions on efficiency, we are actually mass producing HBM4, and plan to start shipments from subsequent month,” the corporate stated. “We additionally plan to ship HBM4E samples to prospects in the midst of this 12 months.”
The Gadget Expertise division, comprised of smartphone, dwelling equipment and different digital machine companies, posted 1.3 trillion gained in working revenue and 44.3 trillion gained in income.
The smartphone enterprise noticed a decline in fourth quarter shipments because of the fading influence of recent mannequin launches, however posted double-digit profitability for the complete 12 months. The TV enterprise noticed improved income in comparison with the earlier quarter because of the steady sale of premium merchandise.
Its subsidiary, Samsung Show, additionally made a strong contribution to Samsung Electronics’ restoration. Samsung Show posted 2 trillion gained in working revenue and 9.5 trillion gained in gross sales, pushed by elevated smartphone panel demand from main prospects.
Samsung Electronics additionally stated in the course of the earnings name that it “plans to ship significant ends in humanoid robotic enterprise this 12 months” as a part of its future development technique. The remark signaled a push to speed up the event of commercial robots by cooperation with its robotics subsidiary, Rainbow Robotics.
The corporate stated it would proceed investing in future development areas together with humanoid robots, heating and air-con, automotive electronics, and medical applied sciences, whereas making use of AI and digital twin applied sciences throughout its operations to reinforce value competitiveness.
A digital twin is a digital reproduction of a bodily asset that helps scale back prices, save time and mitigate danger by simulations.
Samsung Electronics initially deliberate to make investments value 47.4 trillion gained in 2025, however its precise capital expenditure for final 12 months reached 52.7 trillion gained, with semiconductors accounting for 47.5 trillion gained.
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