OCTOBERASIA BUSINESS OUTLOOK8NEWSROOMSAMSUNG SET FOR STRONGEST Q3 PROFIT SINCE 2022 ON CHIP BOOMSamsung Electronics is projected to post its highest third-quarter profit since 2022, driven by a rebound in the global memory chip market.According to analyst estimates, the company is expected to record an operating profit of 10.1 trillion won ($7.1 billion) for the July­September quarter, reflecting a 10 percent year-on-year increase.The surge is largely attributed to a spike in conventional memory chip prices, as server customers replenished inventories amid a recovery in demand. Data from TrendForce revealed that DRAM chip prices soared by 171.8 percent year-on-year in Q3, underscoring the scale of the market rebound.Key Highlights· Samsung expected to post 10.1 trillion ($7.1B) Q3 profit· DRAM prices jumped 171.8 percent YoY amid server inventory rebuild· Shares up 43 percent after chip deals with Tesla and OpenAI partnershipsWhile AI and server investments boosted demand for high-bandwidth memory (HBM) chips, analysts noted that Samsung's delayed supply of its latest HBM3E chips to Nvidia tempered potential gains in the AI-driven semiconductor segment.In recent months, Samsung's shares have surged by over 43 percent, buoyed by the company's chip supply deal with Tesla in July and a newly announced AI chip collaboration with OpenAI.The South Korean tech giant--also the world's largest memory chip maker--will release its Q3 earnings estimates on October 14, followed by detailed results later this month. Analysts believe Samsung's strong performance reflects early signs of a recovery in global semiconductor demand, positioning it for a robust 2025 amid the AI and EV technology boom. TEMASEK'S ABC IMPACT, DBS, UOB SEAL $110M GREEN LOAN DEALABC Impact, a Temasek-backed impact investing firm and part of Temasek Trust Asset Management, has collaborated with DBS and UOB to set up $110 million sustainability-linked subscription loan facility jointly.The facility transforms an existing traditional loan into an innovative loan structure, with financing linked to measurable impact targets.The loan facility is in support of ABC Impact Fund, II, which was launched in August 2023, and held final close in March 2025, with assets under management exceeding $600 million from investors including Temasek, Temasek Trust, the Asian Development Bank, Mapletree Investments, SeaTown Holdings, a Southeast Asian sovereign wealth fund, and ultra-high net worth individuals.Key Highlights· ABC Impact partners with DBS and UOB to launch a $110 million sustainability-linked loan facility, setting a new benchmark in impact fund financing.· The innovative loan structure ties financing to measurable sustainability targets across sectors like agriculture, healthcare, education, and financial services.· Backed by Temasek and major global investors, ABC Impact Fund II surpasses $600 million in AUM, reinforcing Southeast Asia's commitment to sustainable investingPortfolio companies must reach sustainability performance targets associated with avoided or reduced greenhouse gas emissions, and reached beneficiaries in sectors such as agriculture, health care, education, and financial services.DBS and UOB reported that the loan facility establishes a new benchmark for blending sustainability into fund financing.
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