Samsung 2Q25
- Semi revenue up 15% q/q and down -4% y/y to $20B; OPM down for 4th straight quarter; inventory value adjustments in memory and one-off costs in non-memory affected OP- Q/Q Semi sales driven by foundry, HBM and DDR5- HBM bit shipments up 30% q/q; 80% of it HBM3ESource: Sravan Kundojjala
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