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005930.KS Samsung Electronics
Memory · KOSPI · 한국어 페이지
World's largest memory maker. We track the semiconductor (DS) division only. Memory made at Pyeongtaek, Hwaseong and Giheung is over half of Korea's memory exports.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Jan 27, 2027
Our estimate
₩181.6T
₩167.5T–₩195.8T
vs a year ago
+451%
vs consensus
—
Low confidence · within ±5% in 2 of 4 backtested quarters, average error 4.4%. Model: Trade data (Korea Customs Service).
Key supply-chain flow
Memory IC exports from Asan, Korea + Memory IC exports from Cheonan, Korea · to Sep 2026
+296%last 3 months vs a year earlier · small base a year ago, read with care
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Korea DRAM exports Korea Customs Service | Price benchmark | A Direct link | 0.98 | Sep 2026 |
Memory IC exports from Asan, Korea Korea Customs Service | Production shipments | A Direct link | 0.97 | Sep 2026 |
Korea multi-component IC exports (incl. HBM) Korea Customs Service | Price benchmark | A Direct link | 0.91 | Sep 2026 |
Memory IC exports from Cheonan, Korea Korea Customs Service | Production shipments | A Direct link | 0.84 | Sep 2026 |
Memory IC exports from Hwaseong, Korea Korea Customs Service | Production shipments | A Direct link | 0.79 | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.