New Samsung Layoffs in the U.S. Show Smartphone Arm’s Struggles, Even as It Profits Massively From AI
THE SO WHAT
AI-driven profit in one division is no longer a shield for headcount in another—839 U.S. layoffs underline how unevenly AI value accrues inside large OEMs. If you run a hardware-adjacent business, assume AI margin will be used to subsidize strategic bets, not to preserve legacy org structures.
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