Samsung Profit Halves on US Chip Curbs, AI Memory Delays
Samsung Electronics Co.’s wife has fallen for the first time since 2023, the US’s AI chips and hiccups of China, which has been wounded by the USA, Nvidia Corp.
The largest company in South Korea reported the profit of the preliminary activity, which was won 4.6 trillion in June quarter, and a decrease of approximately 56% compared to a year ago. Analysts predicted an average of 41% decrease. Income won 74 trillion.
Samsung, a one -time inventory costs contribute to the decline and advanced memory products customer evaluation and shipments continue. Samsung, contracted disintegration losses in the second half of the year in the second half of the year is expected to narrow to a gradual improvement.
The company will provide a complete financial picture with clear income and division faults later in this month.
Samsung is struggling to reclaim its foundation in high -band -width memory chips, which are critical to strengthen NVIDIA’s AI accelerators. The company is in the extremely lucrative area. It has not yet provided a certificate from NVIDIA for the 12 -layer HBM3E, the most advanced product that creates an unusual long delivery time. Meanwhile, US rival Micron Technology Inc. He’s rapidly moving to share his own claim.
Analysts who participated in the survey before the preliminary earnings by Bloomberg News, Samsung’s Chip Division’s second quarter of the second quarter of 2.7 trillion Won’un expected to publish the operating profit, but rose from 1.1 trillion in the previous quarter, but a year ago significantly low.
In April, Samsung pointed out a better look and said that he sent advanced HBM3E samples to large customers and expects the product line to contribute to income in the second quarter. The company also said that in the second half of the year, HBM4 chips plans to start mass production.
Samsung is struggling to catch up with SK Hynix, which positions himself aggressively as Nvidia’s primary HBM4 supplier. He sent the world’s first 12 -layer HBM4 example to the customers before the program, then watched Micron in June, while the Samsung 12 -layer HBM3E design was forced to revise.
Samsung gave an order from Advanced Micro Devices Inc., who participated in Micron as a supplier. However, the inability to earn early certificates from Nvidia, the dominant producer of AI -supported graphic processing units for HBM3E chips, damages attempts to receive significant market share.
Bernstein analysts, led by Mark Li, who had previously been waiting for Samsung’s 12 -layer HBM3E, will be described by NVIDIA in the second quarter and now reduced Samsung’s HBM market share by saying that they expect a certificate in the third quarter.
On June 23, they wrote in the research note that “Samsung, GAP, etc. will gradually narrow its competitors”. “We estimate that SK Hynix continues to be the leader in 2027, but others are caught and the sides of SK Hynix are worn, while the shares held by the suppliers will be distributed more similarly than that time.”
Bernstein estimates that SK Hynix kept 57% of the HBM market in 2025, then Samsung at 27% and Micron at 16%.
At the annual shareholder meeting in March, Samsung promised to strengthen his position in the HBM market this year and responded to concerns about his low performance in AI. Samsung’s head of the chip business Jun Young-Hyun, Samsung’s inability to lead an early leadership in the HBM market, contributed to the fact that the rival Sk Hynix contributed to the fact that he has promised to repeat the error with HBM4, he said. The new generation of memory is expected to be used in Rubin GPU architecture.
Daishin Securities Co. Analysis, Analyst Ryu Hyung-Keun, in a recent research report, said, iz While uncertainties remain on the timeline for the quality certificate, we do not see any indicators about a strategy shift and believe that the company is on the road for the 3Q2025 market launch ”.
With the help of Shinhye Kang.
This article was created from an automatic news agency feeding without changing the text.
