Breaking Down Samsung's 2Q Results

The transcript discusses Samsung's financial performance, focusing on the impact of DRAM prices on its semiconductor and smartphone divisions. The Galaxy S10's success is highlighted, partly due to Huawei's challenges. Samsung's Q2 earnings showed a one-off gain, raising concerns about sustainability. The future depends on DRAM price recovery and Huawei's trade status. The Galaxy Fold's re-release faces scrutiny due to past issues, but it presents a chance for Samsung to lead in innovation.

In what ways is Samsung's future contingent on the price of DRAM?

What challenges does Samsung face with the Galaxy Fold?