Samsung is riding the AI wave once again. The tech giant’s semiconductor division posted a stunning 80% jump in profit for the September quarter, signalling that the global boom in artificial intelligence is breathing new life into the memory chip industry.

The unit — competing with SK Hynix and US-based Micron Technology — said it plans to begin mass production of next-generation HBM4 chips next year, designed to power Nvidia AI accelerators. Samsung expects the AI-driven demand surge to continue through this quarter and into 2026. Its shares rose by more than 5% in Seoul following the results.

After losing ground to SK Hynix in the high-bandwidth memory race, Samsung is now aggressively investing to reclaim its lead. The company has set aside 47.4 trillion won (around $33 billion) for 2025 to expand and modernise its chip-making capacity.

The chip division reported an operating profit of 7 trillion won for the September quarter, far above analysts’ forecast of 4.7 trillion won. Record sales of advanced HBM3E chips helped drive the strong performance. Overall net income came in at 12.01 trillion won, also exceeding expectations.

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