Report: Samsung execs worried company could lose money on smartphones for the first time

Samsung executives warn the company could face its first net loss on smartphones in 2026 due to rising costs of AI-related components like DRAM and NAND. The maturity of smartphones and competition in AI hardware, including Nvidia's Vera AI CPU, are cited as key challenges. Samsung's MX division head, TM Roh, highlighted concerns despite strong Galaxy S26 sales.