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Samsung Electronics warned that American prices will reach demand for its products, because the largest world manufacturer of memory flea and smartphones has presented time prospects for the year.
The South Korean company has said that “growing policy risks” would increase uncertainty for its flea activity, while prices would increase the prices of smartphones components and exert downward pressure on sales of mobile devices.
“Continuous uncertainty surrounding American tariff policies continues to present a potential risk of slowdown in demand,” said the financial director of the financial chief on Wednesday during a profits.
“We believe that changes in pricing policies in large economies as well as stronger export controls against (artificial intelligence) have already added to growing uncertainty in the expected demand in the second period.”
Donald Trump's break of his “reciprocal prices” had encouraged some customers to put their orders, Samsung said, but the company warned that frontage could have “a certain negative impact” on the request for the second half.
The warning came while the activity of Samsung chips declared a decrease of approximately 40% of the operating profit in the first quarter, as sales of its high -band memory chips used in AI equipment were affected by stricter American export controls on China.
Analysts believe that Samsung generates approximately a third of its HBB sales in China. The impact of export controls has increased an increase in orders from Chinese customers Storage memory chaps Before us, the samples.
Most semiconductors have been exempt from Trump “Reciprocal prices”But the president said he was planning to impose tasks on the chips “very soon”. The United States has also tightened the restrictions on flea manufacturers who are sold in China after the Chinese start-up of AI Deepseek's Breadthroughs this year.
Samsung shares dropped 0.4% on Wednesday with the wider benchmark in Kospi. The shares of the company are down more than 28% for the year because it has failed to set up the Boom of the AI.
The flea manufacturer is struggling to catch up with his rival SK Hynix, whose stocks increased by 2% this year, in high margin HBM activities. Samsung's advanced HBM chips have not yet succeeded in qualifying tests for Nvidia, a major customer of the two companies.
Samsung spent Won9TN ($ 6.3 billion) on research and development in the first quarter, up 16% compared to a year ago, in an increasingly worrying context concerning its technological weakening. It plans to increase the production of its HBM3E chips advanced to 12 layers during the current quarter, as it expects a high demand for AI servers.
“The cycle of memory seems to have affected the substance, but the actions of the company have been weighed by increasing uncertainties linked to prices and regulations,” said Albert Yong, Director Partner at Petra Capital Management, a designer fund based in Seoul. “It is unlikely that Samsung's performance will improve considerably without HBM sales in Nvidia.”
The United States has suspended the “reciprocal prices” on dozens of countries, including South Korea and Vietnam, until July, but a minimum of 10% always applies and is likely to increase the prices of the various Samsung electronics of Samsung such as smartphones and televisions.
Samsung produces almost half of its smartphones in Vietnam, while most of its televisions sold in North America are made in Mexico. The company said that it would prepare measures to deal with American prices, in particular by planning to move the production of televisions and other household appliances.
