Samsung's earnings call revealed concerns over US tariff policies potentially impacting product demand in the coming months. CFO Soon-cheol Park highlighted risks from export restrictions on AI products, which have already affected the company's chip division. Despite achieving record quarterly revenue of KRW 79.14 trillion ($55.6 billion) thanks to strong Galaxy S25 sales, the outlook remains cautious as tariffs and rising component prices threaten future profitability and sales volumes.
"Ongoing uncertainty surrounding US tariff policies continues to pose a potential risk of demand slowdown," cautioned Samsung’s CFO Soon-cheol Park during an earnings call.
Despite posting all-time quarterly revenue highs, Samsung's chip division faced setbacks due to US export controls on AI-related hardware.
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