Samsung Electronics projected that overall results will keep growing in the second half as demand for AI Semiconductor remains strong. The memory business plans to expand sales of high-performance products such as HBM4 and DDR5, and the foundry aims to speed up its push into the AI Semiconductor market by beginning mass production on the 2-nanometer process.
Samsung Electronics said on the 30th in a conference call after releasing second-quarter results that "as strong semiconductor demand continues in the second half, the growth momentum of overall results is expected to continue."
The DS (Device Solutions) institutional sector expected performance to keep rising as demand for server memory grows with the spread of AI. The company plans to strengthen market leadership by expanding sales of high-performance memory such as HBM4 and HBM4E, DDR5, SOCAMM2, and enterprise SSDs (eSSD).
The foundry business plans to strengthen the medium- to long-term growth base by starting mass production of the second-generation 2-nanometer mobile process in the second half and expanding orders from AI and high-performance computing (HPC) customers. The System LSI business will also focus on boosting competitiveness in high value-added products, including expanding sales of next-generation flagship mobile application processors (AP), custom systems-on-chip (SoC), image sensors, and power management integrated circuits (PMIC).
However, the DX (Device eXperience) institutional sector projected that the business environment will remain challenging in the second half due to global economic uncertainty and rising prices of raw materials and components.
Samsung Electronics said, "Despite new product launches, cost pressures such as global economic uncertainty and rising raw material and component expense are expected to persist, making profitability management a key task."
To defend profitability, the company plans to expand sales of premium products and strengthen hyper-personalized AI experiences based on an open platform to take the lead in the agent AI market. In addition, it plans to improve its business structure through AX (AI transformation)-based productivity innovation and resource efficiency, securing the competitiveness to respond flexibly to market changes.