When Samsung Electronics releases its preliminary third quarter results Thursday (Oct. 8), analysts will be looking for data on whether memory chip margins have peaked and whether the artificial intelligence spending boom remains durable, Reuters reported Wednesday (Oct. 8).

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Samsung will release its preliminary third quarter results Thursday, and more detailed data for the quarter in late October, according to the report.

There has been a shortage of chips for more than a year, and it is expected to continue into 2027 and perhaps even through 2028, the report said.

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However, the pace of price increases on chips slowed in the third quarter, leading to analysts’ concerns that the products’ margins may have peaked, per the report.

For Samsung and other chipmakers, the shortage has led to record profits and margins.

However, due to the moderating growth in chip prices, together with the strength of the Korean won, analysts have cut their forecasts for Samsung’s third quarter operating profit by nearly 8% since the end of August. Still, they expect the firm to report that the metric increased nearly ninefold during the quarter, per the report.

Bloomberg reported in January that the boom in AI data center construction had led to record demand for high bandwidth memory , helping lift Samsung’s stock price while also tightening supplies for other uses, such as the company’s vast electronics portfolio.

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