Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company for a strong finish to 2025. South Korean analysts expect operating profit to reach as much as KRW19 trillion (US$13 billion) in the fourth quarter of 2025, significantly above market expectations.

The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT) between 2026 and 2027. On December 2, 2025, industrial PC (IPC) companies Arbor Technology and Adlink Technology both highlighted in their earnings calls that AI will be a major driver of application growth, and 2026 is targeted as the year of operational breakout. Both companies are actively investing in high-end edge computing platforms and vertical-market applications.

Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter of 2025. With wafer cycles running four to six months and contract pricing lagging by a quarter, the real pricing uplift is expected to appear from the fourth quarter of 2025. ESMT is on track to return to core profitability, with gross margin set to rise materially from third-quarter levels.