Samsung Electronics raised its 2026 semiconductor investment budget to 76.8 trillion won, a 62% increase, and plans to spend even more in 2027. Its total investment is expected to reach 84.4 trillion won, including 3.9 trillion won for Samsung Display. In the third quarter, the semiconductor division generated an operating profit of 106.5 trillion won out of 107.4 trillion won for the group, while memory revenue surged 427% to 140.7 trillion won. HBM4 accounted for about 60% of HBM revenue, Samsung has fully booked its HBM supply for 2027 and expects shortages to persist through 2028. Despite the record results, Samsung shares fell about 6% as investors questioned the company’s shareholder-return strategy and market outlook.
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