As Nvidia drifts and tariffs loom, South Korea’s tech titan stumbles. Brokers from Rineplex break down what’s weighing on Samsung’s margins. Samsung Electronics is bracing for a sharp second-quarter profit drop, with earnings expected to sink by nearly 39%. The shortfall stems from delays in advanced chip supply to Nvidia, tepid progress in high-bandwidth memory certification, and growing tension around U.S. tariff threats. According to brokers at Rineplex, “This quarter exposes a deep fracture in Samsung’s AI strategy. While competitors push product, Samsung’s caught in a waiting game, both with Nvidia and international policy.” HBM Bottleneck Slows AI Ambitions Samsung’s...
BlockchainFebruary 13, 2026February 13, 2026