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Samsung Electronics

PublicFounded January 13, 1969🇰🇷129, Samsung-ro, Yeongtong-gu, Suwon-si, Gyeonggi-do, KoreaCEO Young-Hyun Jun, Vice Chairman and CEO, DS Division; Tae-Moon Roh, President and CEO, DX Division

Samsung Electronics designs phones in its DX Division and runs the much larger semiconductor business in its DS Division.

Latest update Nov 15, 2026

01

Overview

It was established on January 13, 1969, lists in Korea, and keeps its fiscal year on the calendar. Headquarters are in Suwon. Young-Hyun Jun and Tae-Moon Roh are the CEOs of the DS and DX divisions. On Oct. 29, 2026 it reported Q3 consolidated revenue of KRW 195.3 trillion, up 14 percent from the prior quarter, and operating profit of KRW 107.4 trillion. DS revenue was KRW 147.1 trillion with operating profit of KRW 106.5 trillion. MX and Networks revenue was KRW 37.7 trillion, and DX recorded an operating loss of KRW 0.8 trillion. The earnings-call deck, issued before external review is complete, shows net profit of KRW 75.1 trillion. A reviewed Q3 statement was not opened on this pass, so that net-profit figure stays pre-review. Q2 2026 reported KRW 171.5 trillion of revenue. HBM4 is in commercial shipment. Galaxy Z Fold8 and Flip8 went on sale Aug. 7, 2026 in 106 markets. Samsung's semiconductor site says one PhysicsNeMo case took about 18 hours as a fine-grid solve on a 32-core CPU and 41 seconds as a different, AI-homogenized coarse-grid solve on one Hopper GPU. Samsung Healthcare USA introduced the GC85A Fit on Nov. 9, 2026 for RSNA and did not state a price, a clearance, or pediatric dose figures.

semiconductor.samsung.comUpdated Nov 12, 2026

Analysis · 2 min read · Sep 30, 2026The long view on Samsung Electronics: strategy, technology and what to watch

02

What's next2

20272028

Intelligent Eyewear goes on sale

10 Dec 2026

Onyang Line 5 starts HBM packaging

Jun 2028

Target windowEarlier targetDone on timeDone lateWindow endedNo date yet
  1. 10 Dec 2026

    Intelligent Eyewear goes on sale

    Done whenIntelligent Eyewear is available to buy in stores and online.

    Company date

  2. Jun 2028

    Onyang Line 5 starts HBM packaging

    Done whenSamsung starts operating Onyang Line 5 for HBM packaging.

    Reported date

03

Latest news16

  1. A judge lets the DRAM supply case against Samsung and SK hynix proceed

    On Nov. 14, Judge Noel Wise of the Northern District of California denied in full a motion to dismiss a proposed class action accusing Samsung, SK hynix, and Micron of conspiring to restrict conventional DRAM supply. The docket records the order in Garciaguirre v. Samsung Electronics, and LitNews reports the court found a Sherman Act claim plausible while treating the allegations as unproven. Answers are due Dec. 7, 2026, with a case conference set for Jan. 12, 2027.

    www.courtlistener.com litnews.ai + SK hynix

  2. Bloomberg says Samsung is in talks to buy Modine

    Bloomberg reported on Nov. 12, 2026, citing people familiar with the matter, that Samsung Electronics is in talks to buy Modine Manufacturing, a Wisconsin maker of data-center cooling systems, and that a deal could come together in the coming weeks. The same account said no decision has been made, the talks could fail, and another bidder could appear. It put Modine's Thursday close at $106.10, about a $5.6 billion market value, with the shares up more than 28 percent in late trading. Reuters said it could not verify the report and that neither company commented immediately.

    www.moneycontrol.com www.channelnewsasia.com

  3. Google and Samsung open Gemini glasses pre-orders

    Google and Samsung opened pre-orders on Nov. 12 for Intelligent Eyewear with Gemini, with Samsung engineering and frames from Warby Parker and Gentle Monster. Warby Parker styles start at $395 and Gentle Monster styles start at $449, with Samsung listing Gentle Monster up to $489, and both say store and online sales begin Dec. 10. The glasses weigh about 41 grams, with up to nine hours of battery and a 12-megapixel camera, and Google limits use to U.S. and South Korea accounts.

    blog.google news.samsung.com + Alphabet

  4. Samsung breaks ground on an HBM packaging line in Asan

    Samsung Electronics broke ground on Nov. 12, 2026 on Onyang Line 5, an HBM packaging facility at its Asan campus, targeting operations in June 2028, about a year earlier than previously planned. The Korea Times reported 46 trillion won for the Onyang lines, including 6 trillion won for construction and 40 trillion won for equipment, and a three-story cleanroom of about 31,000 square meters. The Korea Herald said the line is intended to package HBM4E, and both papers describe a 144 trillion won Chungcheong plan by Samsung and affiliates.

    www.koreatimes.co.kr www.koreaherald.com

  5. Nvidia says one Samsung chip simulation fell to 41 seconds

    Nvidia's Nov. 8 blog says one Samsung PhysicsNeMo case fell from about 18 hours for a fine-grid solve on a 32-core CPU to 41 seconds for a coarser GPU solve that also used AI-predicted material properties. The same post says selected sMOL quantum-chemistry runs were up to five times faster with cuEST, that LG Electronics demonstrated GR00T tasks on a CLOiD robot in a factory, and that Kakao Mobility plans a level 4 system on Hyperion and DRIVE AGX Thor. Samsung has not posted its own figures, and LG Electronics and Kakao Mobility are not in the catalog.

    blogs.nvidia.com + Nvidia

04

Products10

05

Key metrics

Employees
259,149 worldwide as of the end of 2025
Est. annual revenue
KRW 195.3 trillion
Q3 2026 sales and operating profit

KRW 195.3 trillion sales / KRW 107.4 trillion operating profit, reported Oct. 29, 2026

Q2 2026 smartphone shipments, IDC

62.7 million units, 22.7% share, +8.1% YoY

Employees
259,149 worldwide as of the end of 2025
Q3 2026 net profit and EPS, pre-review
KRW 75.1 trillion net profit

KRW 75.2 trillion attributable to owners; common EPS KRW 11,462

06

Operations & revenue

Operating status

Operating; sleep apnea model lists conflict

The Nov. 3, 2026 global newsroom says the updated Sleep Apnea feature is available on Galaxy Watch 9 running Wear OS 7.0 or higher, with Watch 7 and Watch 8 support through future software updates, and on Galaxy Ring. It names U.S. FDA clearance in July and Korea MFDS approval in October and does not list live countries. The U.S. support page ANS10013576, read Nov. 8, lists Galaxy Ring or Galaxy Watch7 on Wear OS 7.0 or later and says that software update will be pushed during November 2026. It does not list Watch 9. Samsung India says Tab S12 Ultra and Tab S12+ have been available since Oct. 7. The U.S. Buds On comparison table shows Buy now. Q3 external review, the December TCL payment, Xian V9, W27 yuan prices, and the Yongin Altman meeting were not newly resolved.

Revenue streams

  • Device Solutions memory, foundry and LSI

    DS posted KRW 147.1 trillion of Q3 2026 consolidated revenue and KRW 106.5 trillion of operating profit, the Oct. 29 newsroom says. The English call deck, still issued before external review is complete, puts Memory sales at KRW 140.7 trillion inside that DS total. The newsroom says HBM4 sales scaled in the quarter. Foundry and System LSI sit in the same division.

  • MX and Networks smartphones

    MX and Networks posted KRW 37.7 trillion of Q3 2026 consolidated revenue and an operating loss of KRW 0.6 trillion. The call deck splits MX sales at KRW 37.3 trillion inside that combined figure and shows a DX operating loss of KRW 0.8 trillion on DX sales of KRW 52.1 trillion. The deck says the external review can still change some figures.

07

Timeline25

  1. 2026

    1. DRAM supply lawsuit survives a motion to dismiss

      On Nov. 14, 2026 Judge Noel Wise denied in full a motion to dismiss Garciaguirre v. Samsung Electronics, a proposed class action that also names SK hynix and Micron. LitNews reports the court found a Sherman Act claim about conventional DRAM supply plausible and that the allegations are unproven. Answers are due Dec. 7, 2026. Samsung had not commented in the sources opened.

    2. Bloomberg reports Modine acquisition talks

      Bloomberg reported on Nov. 12, 2026, citing unnamed people, that Samsung is discussing a purchase of Modine Manufacturing that could come together in the coming weeks. The report said no decision has been made and that the talks could fail or another bidder could appear. It put Modine's Thursday close at $106.10, about a $5.6 billion market value, with the shares up more than 28 percent in late trading. Reuters said it could not immediately verify the report.

    3. Opens Intelligent Eyewear pre-orders

      Samsung said on Nov. 12 that U.S. pre-orders were open for Intelligent Eyewear it engineered with Google, with general availability on Dec. 10. It lists 30 designs, Warby Parker from $395, and Gentle Monster from $449 to $489. Its spec table lists about 41 grams, Snapdragon AR1, a 12MP camera, up to nine hours and up to 72 hours with the case, 2GB and 64GB, and IPX4. Google's phone list says iPhone 13 Pro and later; Samsung's table says iPhone 13 and later with at least 6GB of RAM.

    4. Breaks ground on Onyang Line 5

      On Nov. 12, 2026 Samsung broke ground on Onyang Line 5, an HBM packaging line at its Asan campus, targeting operations in June 2028, about a year ahead of the prior schedule. The Korea Times reported 46 trillion won for the Onyang lines, 6 trillion won for construction and 40 trillion won for equipment, and about 31,000 square meters of cleanroom. The Korea Herald said the line is meant to package HBM4E.

    5. Introduces GC85A Fit without a price or dose figures

      Samsung Healthcare USA said on Nov. 9, 2026 that it will showcase the GC85A Fit, a semi-automated ceiling-mounted X-ray, at RSNA 2026 for emergency, trauma, orthopedic, and general radiography. The page states no price, no regulatory clearance, and no pediatric dose figures. It says availability may vary by country and is subject to local regulatory approvals.

    6. Confirms the 41-second chip simulation used a different solve

      Samsung's semiconductor site says one AI-homogenization case took about 18 hours as a fine-grid solve on a 32-core CPU and 41 seconds as an AI-homogenized coarse-grid solve on a single Hopper GPU. The fine model is about 1 billion voxels and the coarse model about 1 million cells. Samsung says that is about a 1,600-times speedup versus the fine-grid CPU baseline, with 99.17 percent accuracy in effective vertical thermal conductivity. The two solves are not the same grid.

    7. Nvidia reports a 41-second chip-simulation case

      Nvidia's Nov. 8, 2026 blog says one Samsung PhysicsNeMo chip-simulation case fell from about 18 hours on a 32-core CPU with a fine grid to 41 seconds on a GPU with a coarser grid and AI-predicted material properties. It also says selected sMOL quantum-chemistry calculations ran up to five times faster with cuEST. Samsung has not posted its own account of either figure.

    8. Launches the GC85A Fit ceiling X-ray

      Samsung's medical-device division said on Nov. 9, 2026 that it launched the modular ceiling-mounted GC85A Fit. Financial News, citing the company, said pediatric doses with S-Vue are up to 45 percent lower for the abdomen, 27 percent for the head and 14.5 percent for the chest. Seoul Economic Daily states a pediatric cut of up to 45 percent without that split. Price, first market and any new clearance were not stated.

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