Overview

• Operating profit dropped to 4.67 trillion won, down 55.2% year-on-year and marking its weakest quarterly result since late 2023.
• The semiconductor division posted just 400 billion won in operating profit amid sluggish high-bandwidth memory demand and one-off inventory adjustments.
• Samsung’s mobile unit delivered 3.1 trillion won in operating profit on 29.2 trillion won in sales, driven by robust Galaxy S25 series performance.
• Group affiliates saw steep declines as Samsung C&T’s net income fell 28.3% to 526.5 billion won and Samsung Electro-Mechanics’ net profit dropped 24.3% to 137.2 billion won.
• Samsung is preparing for a mid-August US Section 232 ruling while gearing up its new Texas fab under the eight-year, $16.5 billion Tesla AI-chip supply agreement.