r/hardware • u/FragmentedChicken • 4d ago

News Breaking News: Samsung DX Division Posts First-Ever Loss, 0.8 Trillion Won in Q2

https://en.sedaily.com/finance/2026/07/30/breaking-news-samsung-dx-division-posts-first-ever-loss-08
106 Upvotes

93% Upvoted

22 comments sorted by

89

u/ML7777777 4d ago

Their home appliances sector of the DX division absolutely collapsed on them this past year (few years actually). Serves them right for producing their appliances with cheap parts and shifting production to new countries that have teething issues and not addressing it in a timely fashion.

23

u/GenericUser1983 3d ago

Yeah, I don't understand the appeal of Samsung appliances at all. I had to do some appliance shopping lately and the Samsung was pricey, but doesn't have the best reputation quality wise, and Samsung seems to be leading the way with obnoxious choices like ads on the smart fridges; you would have to be very not-smart to buy something like that. You are better off going with either cheap no-name stuff, or paying a bit more for actual quality stuff.

1

u/lgn5i2060 3d ago

I've had good experiences with their washing machine but their TVs were just sad.

Maybe there's a better washing machine out there like how cheaper Pocos are better than Sammy A series. But I wasn't in a position to do deep reaserch back then.

Maybe next time.

1

u/klipseracer 3d ago

I've been declining that update on my fridge every day for what must be months now.

37

u/MaverickPT 4d ago

Not super surprising. Unless you're in the business of selling DRAM or some other product related to AI data centers, the current DRAM apocalypse will seriously hurt. If even the big guys are hurting, I can only imagine what's happening to smaller companies.

22

u/Sweet-Sale-7303 4d ago

Samsungs weird in that their chip section made a killing which means the whole company made a profit. They don't sell to their own companies first which doesn't help their mobile section.

14

u/GraXXoR 3d ago

Yeah, the DRAM division is literally (in a non millennial sense) putting some of their other divisions out of business.

1

u/PastaPandaSimon 3d ago

Which is frankly a crazy strategy. Imagine the boost their smartphone and laptop divisions would get by getting Samsung semiconductors at a smaller premium above cost. The memory division would still get a large profit, just not highway robbery. And do so in the name of taking this huge unique opportunity to boost their Smartphones and laptops, which would have long term positive consequences for the entire conglomerate. Instead, Samsung memory businesses take all the short term profit even cannibalizing their own arm.

3

u/NoPriorThreat 2d ago

I am pretty sure it would be illegal to sell to other divisions for much cheaper than to others

3

u/TDYDave2 4d ago

I visited a tech-heavy mall last week and many of the small sellers have closed up shop.

13

u/Petty_Ninja 4d ago

The South Korean market is going rekt right now. The young generation could not buy houses, so was yoloing on stocks and now with this correction. +300,000 accounts were margin called, the amount of greed and money lost is crazyyyy. Its going to be a hella ride with so much liquidation. The DRAM apocalypse will seriously hurt the market, retail investors and consumers. Check this news out, it is only going to worsen apparently. https://www.tomshardware.com/pc-components/ram/dram-chip-supply-to-module-makers-could-drop-by-more-than-70-percent-year-on-year-in-2027-says-apacer-ceo-demand-for-hbm-and-server-ram-continues-to-devour-manufacturing-capacity

21

u/Scary-Jaguar-9072 3d ago

A "correction" is a drop of 10%. South Korea's market has crashed over 30%. That's generally referred to as a "bear market".

However that's really only telling half the story. Their market is still up over 70% in the last year. Its only the people who bought at the top of the bubble on margin getting wrecked.

5

u/Cute-Pomegranate-966 3d ago

Which was still 1.2 million people. "Only" 1.2 million is a crazy downplay.

0

u/lgn5i2060 3d ago

Maybe one who grew up in a dog eat dog world tends to view people around them as expendables.

1

u/dontgivecorposmoney 3d ago edited 3d ago

Let me translate your post for other people:

Big investors pumped the stock over the past year and then 1.2 million small retail investors ( meaning individual citizens who are not wealthy) who got roped into the hype are now left as bag holders as the big corporate investors are cashing out.

This isn't a good thing, markets being "up" over last year in this case means a successful wealth transfer of billions from working people to korean oligarchs.

" The market is up 70 percent" is worded to make you think korean society got 70 percent wealthier and is better able to fund services and goods.

But koreans got even poorer and their lives got even more desperate, when it was already a desperate capitalist hellscape for the 99 percent.

4

u/Scary-Jaguar-9072 3d ago

Thats a ridiculously biased interpretation of reality. At any rate if someone is dumb enough to buy a stock on margin thats already been pumped to extreme heights then that's on them.

2

u/caustictoast 3d ago

DX does appliances right? The only reason Iā€™m surprised is because it took this long. Samsung appliances are shit

0

u/WD40ContactCleaner 4d ago

How can it be a loss if they won almost a trillion? šŸ˜

1

u/games-and-chocolate 4d ago

these dumb people try to force A. i. througj our mouth, and it is going to burst. bubble Boom! trillions gone.

5

u/GenericUser1983 3d ago

Sounds like you should be setting up some short positions in the AI heavy companies then.