00:00Samsung posted a record 107.4 trillion won in operating profit this quarter.
00:05That is a first for any global tech company to cross the 100 trillion won line in a single quarter.
00:10Its chip business alone accounted for nearly all of it.
00:12Samsung's memory business is still the engine behind that result.
00:15Its HBM4E chips will enter mass production in the first half of next year, with ramp-up in the second
00:21half.
00:21Next year's HBM supply is already fully sold out, and the company says that puts it ahead of rival memory
00:26makers on the timeline.
00:27Yet the same memory boom is squeezing another part of the company.
00:30Samsung's device division posted a 800 billion won operating loss, its second straight quarterly deficit.
00:36That is the paradox at the heart of this quarter.
00:38It's Friday, October 30th.
00:40Let's look at a business story shaping corporate career.
00:43Samsung's record quarter is built on memory.
00:45Memory sales rose 427% year-on-year, to 140.7 trillion won.
00:51The chip division produced 106.5 trillion won of operating profit, roughly 99% of the group's total.
00:58Meanwhile, the device experience division, which covers smartphones, TVs, and appliances, booked 52.1 trillion won in revenue, but lost
01:07800 billion won.
01:08Memory price increases are raising component costs across its consumer lineup.
01:12Here's what the numbers show.
01:12The mobile business lost about 600 billion won, even as its foldable lineup sold well.
01:17Average selling prices rose on premium models, but unit volumes fell in the mid- and low-end segments.
01:23Visual display and home appliances swung from roughly break-even last quarter, to a 200 billion won loss.
01:29The company says component costs will keep pressuring the device business through next year.
01:33So what does this mean for corporate leaders weighing supply chain and cost strategy?
01:36Earlier, we said memory was carrying the group.
01:39Here's what that actually means for you.
01:41Chip pricing is now subsidizing a consumer business under real margin pressure.
01:45If your company depends on memory components, the cost side of your P&L is moving in the same direction
01:51as Samsung's device losses.
01:53And the board-level question is whether premium pricing and foldables can close that gap before the cost cycle turns.
01:58That's today's AI Prism, CEO.
02:00This episode was produced with AI Assistants based on Seoul Economic Daily reporting.
02:06AI Prism is a Juan IFRA award-winning series.
02:09We'll be back tomorrow.
