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Headboy
SamsungQ3RecordProfit 📱 Samsung guides Q3 2026: op profit ∼107.4T won (∼$80.2B) +782% YoY vs 12.17T, sales 195T (+126% YoY). First tech co to top 100T won quarterly, 4th straight record.
AI memory supercycle: DRAM +13-18% QoQ, NAND +10-15%, HBM + enterprise SSD demand, shortage into 2028. But price gains slowing, margin flat 76%, LSEG est cut -7.7% since Aug. Shares -2.4% Seoul Oct 8 despite beat vs 106.1T est. Full results Oct 29. Outlook: watch Q4 DRAM +10-15% guide.
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