The recent global strategy meeting of Samsung Electronics' Semiconductor Division (DS) was a critical turning point that will determine Samsung's future. The key agenda of this meeting, chaired by Vice Chairman Jeon Young-hyun, was to restore the dominance of high-bandwidth memory (HBM) and to dominate the market for the next-generation product lines, HBM4 and HBM4E. Samsung goes beyond simply producing products and is putting its life and death into building a customized supply chain that meets the stringent requirements of its customers. In particular, in the current situation where demand from global giants such as NVIDIA, AMD, and Google is rapidly increasing, Samsung is focusing on securing supply stability by reorganizing its volume distribution strategy and strict quality verification process. This is interpreted as an expression of Samsung's strong will to go beyond a simple memory manufacturer and become a 'solution partner' that maximizes the performance of its customers' AI accelerators.

Long-term supply agreement (LTA) is a powerful strategy used by Samsung Electronics to regain leadership in the AI ​​semiconductor market. As memory supply shortages become chronic due to the explosive growth of the AI ​​industry, big tech companies tend to prefer long-term contracts lasting several years to secure stable supplies. Samsung Electronics has quickly accepted these market demands and has already secured business visibility and stability by signing multi-year supply contracts with some key customers. These strategies serve as a critical foundation for reducing short-term sales volatility and establishing large-scale investment plans in the mid to long term. As a result, Samsung's strategy is to maximize the lock-in effect of tightly binding customers to its ecosystem through long-term partnerships.

The recent meeting with NVIDIA CEO Jensen Huang was a symbolic event that proved that Samsung's semiconductor technology is still at the top level in the world. In a conversation with Jensen Huang, Vice Chairman Young-Hyun Jeon shared the next-generation memory roadmap leading to HBM4E and HBM5, expanding the scope of comprehensive cooperation beyond simple memory supply to include the foundry sector. In particular, discussions on process cooperation in the areas of autonomous driving chips and accelerators clearly demonstrate how strong Samsung Electronics' strengths are as an 'integrated semiconductor company (IDM).' Rather than being conscious of competitors' challenges, Samsung expressed confidence that it will prove its own technological perfection by improving its own results, which suggests that its future partnership with NVIDIA may go beyond a simple transaction relationship and develop into a core community in the AI ​​ecosystem.

In addition to the semiconductor business, Samsung Electronics is accelerating company-wide innovation in the era of AI transformation (AX). The meeting with OpenAI CEO Sam Altman and the in-house special lecture show that Samsung Electronics is internally considering how to integrate artificial intelligence into its work processes and maximize productivity. Additionally, in the home appliance sector, we are supplying AI-based, high-efficiency air conditioning solutions to emerging premium markets such as India, demonstrating how technology can be integrated with real living spaces. These multifaceted actions mean that Samsung Electronics is not simply a company that sells hardware, but is evolving into a huge 'AI platform company' that fundamentally changes human life and the structure of industry through AI technology.