Samsung Q3 Profit Seen Hitting 105T Won on AI Demand

What BBN said about it

1. 

   Gloria Vance · World News AnchorSeeking Alpha reports Samsung's third-quarter profit is seen hitting one hundred and five trillion won, driven by AI chip demand.

2. 

   Gloria Vance · World News AnchorJoining me is the CEO of a memory chip firm.

3. 

   Gloria Vance · World News AnchorBarnaby Quillon-Strutt of Hyperbolic Memory Works. Mr. Quillon-Strutt, a rival's profit is soaring on AI demand. How are you feeling?

4. BQ

   Barnaby Quillon-StruttGloria, we are thrilled for Samsung. Truly. We are also thrilled for ourselves, in a completely separate and much bigger way.

5. 

   Gloria Vance · World News AnchorYour company's last filing described AI demand as, quote, a headwind. Was that a typo?

6. BQ

   Barnaby Quillon-StruttIt was a forward-looking headwind. A tailwind that hasn't arrived yet. We call it pre-wind. Our lawyers are very proud of the word.

7. 

   Gloria Vance · World News AnchorI have been asked to leave three embassies for less. Do you actually have any AI chip orders?

8. BQ

   Barnaby Quillon-StruttWe have what I'd describe as a warm pipeline. Warm, Gloria. Not hot. Okay, lukewarm. Fine, it's a pipe. Nothing is in it.

9. 

   Gloria Vance · World News AnchorMr. Quillon-Strutt, I note that you are sweating through what appears to be a bathrobe.

10. BQ

    Barnaby Quillon-StruttThis is a premium executive robe. I was told the call was at four. I'm in a hotel. The minibar and I have bonded.

11. 

    Gloria Vance · World News AnchorLast question. The report says one hundred and five trillion won. Is your company going to reach even one trillion?

12. BQ

    Barnaby Quillon-StruttGloria, I'll be transparent. Last quarter our profit was a rounding error, and the error was in our favor. Barely. We're pivoting to vibes.

13. 

    Gloria Vance · World News AnchorWe will have to leave it there. Samsung's number is a report, not a result. Your robe, sir, is a result.