---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000779208.md"
description: "Samsung’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."
datetime: "2026-07-07T04:08:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000779208.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000779208.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000779208.md)
author: "[FaithAnchor](https://longbridge.com/en/profiles/24833348.md)"
generator: "portal-rs"
---

# Samsung’s preliminary Q2 2025 guidance disappointe…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**