Rate Of ReturnSamsung’s preliminary Q2 2025 guidance disappointed, weighed down by slower HBM momentum, export restrictions, and foundry weakness. While the near-term outlook remains challenging, the long-term AI memory demand story is intact. The key catalyst now is successful HBM qualification and execution in the second half of 2025.
☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book
Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...
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