Tae-moon Roh on foundry business
From Samsung Electronics 005930 Q2 2025 Earnings Call · · Fyfull
“We have won a $16.5 billion order from Tesla for a next generation product to be built based on our advanced process technology which demonstrates the competitive process capabilities. So with this as an inflection point, we hope to win additional orders from other major customers and we expect it to help boost higher and more stable fab utilization at our advanced nodes including the Taylor plant which will in turn help boost revenue and profits.”
On , Tae-moon Roh, ActingHdofeviceeXperienceDivision, Pres, HdofMobileeXperience, Chief Executive OfficerofSmart Phone Div & Exec Director at Samsung, spoke about foundry business during Samsung Electronics 005930 Q2 2025 Earnings Call on Fyfull.
About Tae-moon Roh
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.