Samsung Plans Smartphone Focus, Foundry Expansion as DRAM, NAND Demand Rises and HBM3E Supply Outpaces Demand

Samsung Electronics plans to prioritize flagship smartphone sales in the second half of 2025 to boost its market share. The company also aims to improve foundry factory utilization and profitability by expanding sales to major customers. Despite growth in mobile and display segments, Samsung's overall earnings declined due to challenges in its chip division. However, the company anticipates strong demand for DRAM and NAND memory chips from cloud service providers and expects AI chip demand to accelerate in the latter half of the year. Samsung projects DRAM prices to rise during this period but reports that the supply of HBM3E chips is increasing faster than demand.