Samsung's recent Q1 earnings showed slightly better results than anticipated, largely attributable to customer rush ahead of US tariff increases on imports. CFO Soon-Cheol Park highlighted the impact of global trade tensions, which have heightened uncertainties in the tech sector, particularly for semiconductors. The company noted robust demand for AI server components, although sales of solid state drives and high-bandwidth memory showed weakness, correlating to delays in data center projects and export controls on AI components. Despite challenges, an optimistic outlook for Q2 sales recovery was expressed.
Soon-Cheol Park noted that global trade tensions are raising concerns for tech companies, particularly in the semiconductor sector, predicting elevated uncertainties ahead.
Jaejune Kim reported robust demand for AI servers but acknowledged weakness in solid state disk demand, attributed to delayed data center projects.
Demand for high-bandwidth memory dipped, partly due to US export controls on AI chips, influencing purchasing behavior towards upcoming products.
Samsung anticipates a Q2 recovery in SSD sales and improved memory sales, balancing out the effects of recent trade dynamics.
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