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[QUOTE="Queen, post: 85256, member: 27"]
Samsung cashed in big, leadership slammed the brakes, and the company bets on AI and chips while chasing a tougher comeback.

Profit surge and cash pile
[LIST]
[*]Samsung logged roughly 20 trillion won in operating profit during Q4 2025.
[*]Cash reserves eye about $69 billion by year's end.
[*]Memory shortages handed Samsung a temporary edge.
[/LIST]
Chairman's warning to executives
[LIST]
[*]Lee Jae-yong addressed around 2,000 senior leaders directly.
[*]He warned against chasing quick wins and relaxing standards.
[*]He framed this period as a final rebound window.
[/LIST]
Old fears and internal criticism
[LIST]
[*]Lee revived Lee Kun-hee’s sandwich crisis warning from 2007.
[*]Japan stayed ahead technologically, while China pressed from below.
[*]Lee said Samsung lost grit, demanding a do-or-die posture.
[/LIST]
AI focus and chip recovery plan
[LIST]
[*]Management pushed AI-first operations and elite hiring.
[*]Foundry profitability is targeted for 2027.
[*]The 2nm GAA line gained traction with clients like Tesla.
[/LIST]
Foundry limits and competition reality
[LIST]
[*]Factory utilization rose from roughly 50 percent to 60 percent.
[*]Non-memory losses narrowed to about 1 trillion won per quarter.
[*]Industry watchers doubt Samsung can match TSMC yet.
[*]Huawei-style comebacks keep optimists watching closely.
[/LIST]
[/QUOTE]

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