Here's your summary from Samsung Electronics Earnings, Shares to Do Well in Coming Quarters: CLSA (https://www.youtube.com/watch?v=HaUFQmBJdac) on the Bloomberg Television channel:
### TLDR:
Samsung Electronics is expected to perform well in the coming quarters due to strong demand for AI-related products, particularly in the semiconductor business.
### Key Points:
1. Samsung and SK Hynix are key beneficiaries of the AI revolution, with nearly 90% market share of high bandwidth memories.
2. Samsung's smartphone business profitability has remained resilient despite a slowdown in overall volumes.
3. Samsung's foundry business is expected to secure big customers like Nvidia and AMD, offering opportunities for growth.
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