Samsung saw a decline in operating profit in Q1 2025 in its DS Division, responsible for the company’s semiconductor business. So, the company is trying hard to crack deals with major clients to get back on track. Korean media Sedaily reports that Samsung executives will meet tech giants such as Apple and Nvidia in Silicon Valley. They aim to secure more business and strengthen relationships across all areas of their chip business.
The publication says that DS Division head Jeon Young-hyun and Foundry Division president Han Jin-man have already arrived in Silicon Valley to meet with clients such as Apple, Nvidia, and Broadcom. In February this year, Young-hyun also visited Silicon Valley to talk with Nvidia about HBM3E supply. Now, his return trip in less than three months shows how desperately Samsung is working to gain a foothold in the semiconductor market.
Samsung executives may discuss several key segments of its semiconductor business with clients
Industry watchers, according to the original report, expect they will discuss with clients several semiconductor segments. These could include DRAM, next-generation high-bandwidth memory (HBM), and the foundry business. On top of that, they will likely discuss strategies to respond to the US tariff policy.
Samsung may talk with Apple about the next-generation DRAM and current mobile DRAM (LPDDR), which the company supplies for iPhones and other devices. Apple recently said that it will supply 19 billion semiconductors in the US this year, suggesting that TSMC will manufacture those chips at its Arizona plant. So, there’s the possibility that in the future Micron’s supply volume to Apple may increase. Industry watchers expect Samsung may be worried, and it could try to stop Micron from taking their place through their meetings with Apple.
With NVIDIA, Samsung will likely discuss its 6th-generation high-bandwidth memory (HBM4). The Korean firm aims to supply HBM4 for NVIDIA’s next artificial intelligence (AI) semiconductor, Vera Rubin.
Furthermore, Samsung also wants to boost its memory chip sales, such as server DRAM and NAND flash, amid growing AI and cloud facilities by tech giants such as Google and Meta. Their visit to Silicon Valley may help Samsung’s Foundry division secure new customers such as Qualcomm and Tesla. Samsung has recently improved the yield for its 2nm process and is now planning for mass production.
Industry watchers also expect that the US tariff policy will be one of the major topics during their meeting with clients. There’s a lot of uncertainty surrounding Semiconductor-related tariffs. So, Samsung will try to understand the situation better and prepare by talking directly with US companies.
