On the 30th, during the conference call for the first quarter of 2025 results, Samsung Electronics noted regarding the memory market outlook, "It is assessed that there is increasing uncertainty in demand for the second half due to recent changes in tariff policies of major countries and strengthening of export controls on AI semiconductors." They also stated, "In particular, for the second quarter, some customers' proactive supply requests for set pre-builds have been received due to the impact of tariff exemptions, and this forward purchasing phenomenon for the second quarter may have somewhat negative effects on demand in the second half."
However, they said, "Demand in the second half could vary depending on future additional changes in tariff policies and the supply capacity for forward purchasing demand, so continuous observation will be necessary."
They added, "In this market environment and from a short-term perspective, for the second quarter, D-RAM prices are expected to recover, starting from mobile and PC application products where the average selling price (ASP) was relatively low." They also mentioned, "In the case of NAND, the overall price decline is expected to slow down in the second quarter, and for some products, there may be no change or minimal price changes."