Daiwa Analyst Kim on Samsung Electronics Earnings

The video discusses the divisional breakdown in the tech industry, highlighting surprises and positive trends in mobile handsets and displays, particularly in premium smartphones. Samsung's role as a major supplier for iPhone is noted, with pre-production for new models underway. The memory demand outlook is less optimistic, with gradual recovery expected. Semiconductor earnings remain a concern, but AI-related orders may positively impact share prices.

What does the speaker imply about the speed of recovery in the semiconductor market?

What role does AI play in the future of the semiconductor market according to the discussion?