DX division meets Monday through Wednesday; DS division meets Wednesday
Company to review second-half business strategy
[The Herald Business = Park Ji-young] Samsung Electronics will hold its first-half Global Strategy Meeting over three days beginning Monday, mapping out key business strategies for the second half of the year. With uncertainty growing in the external environment — including global tariffs and a high exchange rate — the sessions are expected to focus on reviewing division-level strategies and identifying ways to secure profitability.
According to industry sources, the company's Device eXperience (DX) division will meet from Monday through Wednesday, while the Device Solutions (DS) semiconductor division will hold its session on Wednesday.
Samsung Electronics has held Global Strategy Meetings twice a year, every June and December. Senior executives and heads of overseas subsidiaries attend to share updates by business division and region, and to discuss business targets and sales strategies.
The DX division meetings will be chaired by DX division head President Roh Tae-moon and will proceed in order: the Mobile eXperience (MX) division on Monday, the Visual Display (VD) and Digital Appliances (DA) divisions on Tuesday, and a company-wide session on Wednesday. The DS division meeting on Wednesday will be chaired by DS division head Vice Chairman Jeon Young-hyun.
The DX division is expected to discuss how to respond to a won-dollar exchange rate that has remained above 1,500 won, growing uncertainty in global markets stemming from deteriorating conditions in the Middle East, rising raw material prices, and sluggish global demand.
Strengthening competitiveness is also a key agenda item for the VD division. Last month, Samsung Electronics appointed Lee Won-jin — a former Google executive with expertise in content, services and marketing — as head of the VD division under the DX umbrella.
Following the company's recent withdrawal from the Chinese market, the meeting is expected to address plans to sharpen brand competitiveness and enhance customer experience in the second half, including a greater focus on AI and the premium segment and efforts to strengthen platform capabilities such as Samsung TV Plus.
For the MX division, the agenda is expected to center on strategies for foldable phones — including the Galaxy Z Fold and Flip series — set for release in the second half, along with measures to secure profitability.
The DS division is expected to review the supply status of high-bandwidth memory (HBM) and other high-performance memory chips destined for major customers in the second half, and to assess demand prospects tied to the ongoing expansion of AI infrastructure.
Samsung Electronics is supplying HBM4 for Nvidia's next-generation AI accelerator "Vera Rubin," which recently entered full-scale mass production. The company has also shipped samples of the next-generation HBM4E — the first in the world to do so — as it pushes to expand its market share.
With cost pressures mounting due to rising memory chip prices, measures to improve profitability are also expected to feature prominently on the agenda.
The foundry division, which is expected to return to profit in the second half, plans to focus on attracting new customers and expanding orders. A final review of the construction status of the Taylor fab in Texas, set to begin operation in the second half of this year, is also anticipated.
The DS division is currently riding a memory chip boom, while the finished-product business faces a double burden of a high exchange rate and rising memory raw material costs. With the fortunes of the semiconductor and finished-product divisions diverging, the company faces the complex challenge of securing both profitability and growth simultaneously.
In addition, following the settlement of the 2026 wage negotiations through a recent labor-management agreement, broader company-wide management issues — including improving organizational culture and strengthening future competitiveness — are expected to come to the fore.
Meanwhile, major electronics affiliates including Samsung Display and Samsung Electro-Mechanics are also set to hold their own strategy meetings to review second-half business plans.
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