From Samsung Electronics 005930 Q2 2025 Earnings Call · · Fyfull
“We believe that the conclusion of the negotiations between Korea and the US has helped to reduce uncertainties. We will actively monitor the detailed aspects of the agreement by closely paying attention to the follow-up discussions between the two governments and will prepare response measures accordingly. Additionally, in mid August, the US Department of Commerce's section 232 investigation on semiconductors and derivative products is expected to be announced and we are paying close attention to the results.”
On , Tae-moon Roh, ActingHdofeviceeXperienceDivision, Pres, HdofMobileeXperience, Chief Executive OfficerofSmart Phone Div & Exec Director at Samsung, spoke about tariff policy during Samsung Electronics 005930 Q2 2025 Earnings Call on Fyfull.
At Samsung’s The First Look event at CES 2026, Roh stated that the company’s mission is to be “Your Companion to AI Living” and that its strategy is to embed AI across every category, product, and service. He said Samsung ships around 500 million devices each year and that its device portfolio gives the company “unique consumer understandings.” Roh also announced that AI Vision in Samsung’s Family Hub refrigerators is being upgraded with Google Gemini. At the Galaxy Unpacked events in February 2026, Roh described AI as becoming “infrastructure” and said Samsung’s priorities are “reach, openness and confidence.” He stated that the company is “laying the foundation for the agentic AI era to create a true AI companion” and that Galaxy AI is built with “advanced security and privacy at its core,” referencing the Samsung Knox platform. Roh also highlighted the Galaxy S26 series’ privacy display and the company’s sustainability efforts, including expanded use of recycled materials and water restoration projects.