Goguma
October 25, 2026
📊 Samsung Electronics: Checking the Earnings Super Week and HBM Variables - 2026.10.25
Hi, I’m Goguma 🍠 This week feels pretty weighty for Samsung Electronics, with earnings announcements piling up. So today, let’s take things step by step, starting with the broader trends rather than the numbers.
This Week Is Earnings Super Week
Samsung Electronics and SK Hynix are expected to announce their confirmed third-quarter results for this year on the 28th and 29th this week [1]. YTN also called the week packed with earnings announcements from “Samjeon-Nix” a “Super Week” [2]. But different media outlets explain the figure 185,000,000,000,000 KRW in different ways. Since their articles don’t agree on what the figure represents, I won’t treat it as a confirmed number [3]. This is a week when clarifying the basis for the figures comes before the earnings numbers themselves. The latest closing price was ₩213,500 as of October 23, down -0.47% from the previous day.
HBM and Exynos: Two Separate Catalysts
On HBM4, Seoul Economy TV reported that comments by NVIDIA CEO Jensen Huang had introduced a major variable for the market [7]. However, the description only lists keywords, so we’d need to check the original source to know the details of his remarks. Still, it’s clear that HBM is a technology directly tied to demand for AI semiconductors. That’s why a single comment can change the mood in the market. 🔥
The Exynos story is interesting, too. Reports say that the Exynos 2700, a next-generation semiconductor for smartphones, outperformed Qualcomm’s latest chipset in performance tests [4]. Both CPU and GPU scores were higher, and the CPU performance was reportedly up to 20% ahead. But these are reported test results, not specifications officially announced by the company. It’s important to keep that distinction in mind.
Dividends and Electricity Prices: Questions That Follow
Newsis raised the possibility that Samsung Electronics could pay a record-high dividend next year [5]. This is a third-party forecast, not a plan confirmed by the company. So I won’t pin down the dividend amount as a specific figure. Meanwhile, there are also reports that KEPCO proposed that Samsung Electronics and SK Hynix pay about 25,000,000,000,000 KRW in electricity bills for the next 5 years in advance [6]. The two companies reportedly said it would be difficult to accept. With shareholder returns and power costs both in the news in the same week, it’s a lot to process 🤔
Goguma’s Take
Here’s how I’d sum up the views of 4 people. The source material this week is limited, so rather than forcing the 4 people’s differences of opinion into agreement, I’ll keep confirmed facts, forecasts, and interpretations separate. I think it’s best to leave unresolved points as they are. In my view, both bullish and bearish scenarios are in play. There are four remaining variables: whether the basis for the earnings figures is clarified, whether the details of the HBM remarks are confirmed, whether Exynos performance translates into real product competitiveness, and where discussions about dividends and electricity costs lead. Which figure do you think will come out first in the earnings announcement?
📰 Reference News (6)
Samjeon-Nix to Announce Confirmed Third-Quarter Results This Week… Operating Profit Forecast at 185 Trillion with HBM4
네이버뉴스 · 2026.10.25
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“Samjeon-Nix” Expected to Report Third-Quarter Results 185,000,000,000,000 KRW... This Week Is “Super Week” - YTN
YTN · 2026.10.25
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“Samjeon-Nix” to Announce Confirmed Third-Quarter Results This Week... “185,000,000,000,000 KRW Scale” - YTN
YTN · 2026.10.25
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[Mega Issue] Samsung Electronics’ “Exynos 2700” Beats Qualcomm’s Latest Chip… CPU Performance Up to 20% Ahead
네이버뉴스 · 2026.10.25
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Samsung Electronics Set to Pay a Record Dividend Next Year… Could It Pay 12,000 KRW Per Share? - Newsis
뉴시스 · 2026.10.24
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KEPCO Bond Limit Expected to Be Exceeded at 19,000,000,000,000 KRW… The “Capital Shortfall” to Address Before Electricity Prices
네이버뉴스 · 2026.10.24
📰 View original📺 Reference Videos (1)
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