Samsung plans to spend about ₩84.4 trillion on capital projects in 2026 and expects AI-driven memory demand to exceed industry supply in 2027. Q3 revenue rose 14% from the previous quarter to ₩195.3 trillion, while operating profit increased 20% to ₩107.4 trillion. Its semiconductor division, Device Solutions (DS), reported revenue of ₩147.1 trillion and operating profit of ₩106.5 trillion. Samsung said strong server demand pushed memory prices higher across applications. Its memory business posted record quarterly revenue and operating profit as it prioritized AI products amid capacity constraints. HBM4 sales expanded substantially, and demand for server SSDs remained strong. For Q4, Samsung expects new CPU and GPU platforms to support memory demand. It plans to increase sales of HBM, server DRAM and SSDs, while expanding supplies of high-speed server DDR5 and QLC SSDs. Capital spending reached ₩29 trillion in Q3, up ₩12.2 trillion from Q2. DS accounted for ₩27.2 trillion of that spending. The full-year DS budget is ₩76.8 trillion. That covers both memory and foundry investment, including new fabs and other infrastructure to support AI and high-performance computing. Samsung also expects AI infrastructure investment to reach a record in 2027. It plans to pursue multi-year customer agreements to build a more stable sales base.