00:00Samsung Electronics earned 107 trillion won in operating profit in a single quarter,
00:07yet its smartphone and home appliance businesses posted a combined loss of 800 billion won.
00:14What's going on?
00:16About 99% of total profit, 106.5 trillion won, came from semiconductors.
00:24AI data center investment drove up demand for HBM and server DRAM, pushing memory prices higher and lifting overall earnings.
00:35The catch is that rising memory prices worked in opposite directions within Samsung itself.
00:41For the semiconductor division that sells memory, it meant bigger profits.
00:47But for the smartphone division that buys memory to put into products, it meant higher costs.
00:53Smartphones posted a loss for the second consecutive quarter, and TVs and home appliances were also in the red.
01:01In the end, this record-breaking performance reveals both Samsung's strength and its challenge.
01:07The company is riding the AI memory boom, but recovering profitability outside of semiconductors has become just as pressing a
01:16question.
01:17This has been Ban Chinja reporting.
