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TECH WATCH PHTECH WATCH PHTECH WATCH PH

Samsung’s AI-driven momentum delivers record Q4 2025, strong full-year results

  • TechWatch PH Staff
  • January 29, 2026
  • PHT 12:23 pm
  • Samsung
  • Photo from Samsung

Samsung Electronics closed 2025 with its strongest quarterly performance in history, powered by robust demand in semiconductors — particularly AI-relevant memory chips — and improved market conditions.

In its latest financial disclosure, Samsung reported fourth-quarter 2025 consolidated revenue of KRW 93.8 trillion (about USD 65.6 billion) and operating profit of KRW 20.1 trillion (about USD 14.1 billion). Both figures represent the highest quarterly revenue and operating profit ever posted by the company.

For the full 2025 fiscal year, Samsung posted consolidated revenue of KRW 333.6 trillion (around USD 233.4 billion) and operating profit of KRW 43.6 trillion (about USD 30.5 billion), reflecting broad-based growth across key business segments amid improving industry conditions.

The Device Solutions (DS) Division, Samsung’s semiconductor arm, was the primary growth driver in the fourth quarter.

Strong sales of high-bandwidth memory (HBM) and other advanced memory products helped the memory business achieve record quarterly revenue and profit as memory prices rose in response to heightened AI infrastructure demand.

Samsung also highlighted its continued commitment to innovation through substantial investment in research and development.

For 2025, the company’s total R&D expenditure reached KRW 37.7 trillion (around USD 26.4 billion), with KRW 10.9 trillion invested in R&D during the fourth quarter alone — representing one of the highest quarterly R&D allocations in its history.

Other business units contributed to the performance as well. The Mobile eXperience (MX) and Networks segments delivered stable profitability supported by flagship smartphones, wearables, and continued connectivity demand, while the Samsung Display business posted solid revenue growth led by IT and automotive display products. Samsung’s visual display and digital appliances businesses also maintained market presence through premium offerings and seasonal strength.

Looking ahead, Samsung signaled continued momentum in semiconductor demand into 2026 — especially in memory products tailored for AI and server applications — and plans to further enhance its product portfolio and technology competitiveness.

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