三星电子：代工厂高管表示，地缘政治和政策风险可能在下半年加剧，与手机和个人电脑市场相关的需求可能仍然疲软。

Core Insights - Geopolitical and policy risks may intensify in the second half of the year, impacting demand in the smartphone and personal computer markets [1] - Demand related to smartphones and personal computers is expected to remain weak [1] Industry Summary - The semiconductor industry, particularly in the context of foundries, is facing challenges due to external geopolitical factors [1] - The overall market sentiment for consumer electronics, specifically smartphones and PCs, is projected to be sluggish [1]