Overview
- Samsung reported Q4 revenue of 93.8 trillion won and operating profit of 20.1 trillion won, with full‑year totals at 333.6 trillion and 43.6 trillion.
- The Device Solutions division grew 33% quarter‑on‑quarter as memory logged all‑time highs on surging HBM, server DDR5, and enterprise SSD demand.
- The Device eXperience unit fell 8% sequentially as smartphone and TV sales softened, and the company plans broader AI features across its device ecosystem in 2026.
- R&D spending hit a record 37.7 trillion won in 2025, and Samsung Foundry began its first 2‑nanometer mass production with margins constrained by ramp costs.
- Samsung forecast continued AI and server demand in Q1 2026 and said HBM4 shipments, including variants up to 11.7 Gbps, are planned for that quarter.