Samsung Elec Q2 profit likely to drop 39% on weak AI chip sales

Samsung’s Q2 profit seen in 6.3 trln, won compared to the previous year falling from 10.4 trln

Analysts tell Nvidia that the advanced AI chips supply fell behind the targeted program

Uncertainty surrounding US trade policy continues to be a risk

Seoul, July 7 (Reuters) – Samsung Electronics is expected to foresee a 39% decrease in the second quarter activity profit on Tuesday, and the artificial intelligence chip leader Nvidia was weighed with delays to provide advanced memory chips.

According to LSEG Smartestation, the world’s largest memory chip manufacturer is expected to declare a 6.3 trillion WON ($ 4,62 billion), the lowest income in six quarters and the fourth quarterly decrease.

The long -term weakness in financial performance deepened the concerns of investors about the ability of South Korean technology giant to grow to smaller competitors in developing high -band -width memory (HBM) chips used in artificial intelligence data centers.

The key competitors, SK Hynix and Micron, benefited from solid demand for the memory chips required for AI, but Samsung’s earnings were suppressed because the US was restricted by the United States because it was restricted by the US.

Analysts said that the efforts of HBM chips by NVIDIA to the certified NVIDIA to NVIDIA to NVIDIA are also progressing slowly.

“The HBM income remained constant in the second quarter, because China’s sales restrictions remain in the second quarter, and Samsung HBM3E 12-SAMSUNG HBM3E 12-did not start to provide Nvidia to Nvidia. He said.

He said that Samsung’s new chip was sent to Nvidia this year.

Expecting that the significant progress on the HBM chip in March may come early until June, Samsung refused to comment on whether the HBM 3E 12 -layer chips have passed Nvidia’s competence process.

However, the US company said the company started to provide a chip to AMD in June.

Analysts are likely to help stock demand before the potential US tariffs on imported smartphones.

Most of the lock businesses, including chips, smartphones and household appliances, continue to encounter work uncertainty from various US commercial policies, including the last date of 9 July for “mutual” tariffs against President Donald Trump’s 25% tariffs and trade partners in non -US smartphones.

The US also intends to cancel the powers given to global chip manufacturers, including Samsung, and makes it difficult to buy US technology in China’s plants.

The stocks in Samsung, which is the worst performance of the major memory of the big memory of the chipsets this year, rose to approximately 19% this year and performed less than an increase of 27.3% in KOSPİ comparison. (1 $ = 1.363.3600 Won) (Heekong Yang reports by Heekong Yang;