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In the NVIDIA GPU Technology Conference (GTC) in San Jose, California, USA, in California, 2025 in 2025, March 20, 2025.
David Paul Morris | Bloomberg | Getty pictures
South Korean Samsung Electronics On Tuesday predict 56% of the company falls in profit, as the company struggles to seize the demand of the artificial intelligence chip leader NVIDIA.
Memory chip and smartphone manufacturer management, the operation will be 4.6 trillion for the end of the operation to end the quarter, 10.44 trillion Korea will be projected to win 10.44 trillion a year, he said.
The picture is a deep strange compared to intelligent assessments, which is more consistently accurately accurately accurate accurate analysts than LSEG calculations.
According to smart estimates, Samsung was expected to report an operating profit earned by 6.26 trillion ($ 4.57 billion) for the quarter. Meanwhile, Samsung, 74 trillion wins 74 trillion, 75.55 trillion smart assessments fell shortly.
Samsung is one of the world’s largest memory chips, which is a leading player in the global smartphone market and also devices like laptops and servers.
However, the company fell behind the opponents Sk hynix and Micron In high bandwidth, memory chips – an advanced memory type placed in AI chips.
“The disappointing profit is due to the loss of operation in the casting, the high margin remains silent in this quarter,” said MS Hwang, in research on the opposite side, gave information about the management of the research.
The Lider SK Hynix in HBM provided a position as the main supplier of NVIDIA. In case of Samsung It was reported to have something A report from A report, I tried to get the latest version of HBM chips approved by NVIDIA Local exit It offers to push these plans until September.
The company did not respond to a request for comment on the status of deals with NVIDIA.
Ray Wang, Semiconductor Research Director, Supply Chain and Futurum Group told CNBC that Samsung’s still the most advanced HBM should be in NVIDIA.
“Given that NVIDIA’s global HBM needs is about 70%, the delay reduces its integrity,” he said. He noted that when Samsung provides some HBM supply to AI processors, it is impossible for this victory to contribute to the second quarter results due to the time of production ramps.
Meanwhile, Samsung continues to face weak commands and serious competitions of chip casting Taiwan Semiconductor Manufacturer CompanyAdded Wang.
Reuters Reported in September This, in Samsung, in some sections of its branches in the world, referring to the sources from the staff, 30% of the staff.
According to LSEG, the Samsung Electronics’S share is about 16% of the shareholder. The company will release the third quarter results in detail until the end of this month.