Samsung expects second-quarter profits to more than halve as it struggles to capture AI demand
On Thursday, March 20, 2025, Samsung Signage during the NVIDIA GPU Technology Conference (GTC) in San Jose, USA of San Jose, California.
David Paul Morris | Bloomberg | Getty Images
South Korea Samsung Electronics Tuesday to guess The company struggles to achieve demand from the leader of the artificial intelligence chip Nvidia, while 56% snowfall for the second quarter.
The memory chip and smartphone manufacturer predicted that the operating profit for the quarter that ended in June has won 10.44 trillion from year to year.
The figure is a deeper decline than being wisely demonstrated from LSEG for the estimates of analysts, which are more consistently correct.
According to LSeg Smartestate, Samsung was expected to receive a 6.26 trillion Won ($ 4,57 billion). For the quarter. In the meantime, Samsung, 74 trillion Won’a reached the revenue to 75.55 trillion Won’s LSEG smart estimates inadequate.
Samsung is a leading player in the global smartphone market and is also one of the world’s largest memory chips manufacturers used in devices such as laptops and servers.
But it falls behind competitors like a company SK Hynix And Micron High price is an advanced memory type distributed to the AI chips on memory chips.
Componpoint Research Research Director MS Hwang said, “Disappointing gains are caused by the ongoing business losses in the documentary business, while the high -margin HBM remains silent in this quarter.” He said.
Sk Hynix, the leader in HBM, took position as Nvidia’s lock supplier. With Samsung reported He is trying to get the latest version of certified HBM chips by NVIDIA, local output He argues that these plans are pushed back to September.
The company did not respond to the request for a comment on the status of its agreements with Nvidia.
SemiconduCtors in Futurum Group, Supply Chain and Developing Technology Research Director Ray Wang, CNBC’ye Samsung NVIDIA’nın most advanced HBM’in clear that it is clear.
“Considering that NVIDIA is about 70% of its global HBM demand, the delay is reversed.” He said. Although Samsung has achieved some HBM supply for AI processors from AMD, it is not possible that this win would contribute to the second quarter results due to the timing of production ramps.
In the meantime, Samsung’s chipset work continues to face weak orders and serious competition. Taiwan semiconductor production companyWang added.
In September, Reuters reported that Samsung has instructed the worldwide subsidiaries to cut 30% of the personnel in some sections and referred to resources familiar to the issue.
According to LSEG data, Samsung Electronics’s stock increased by about 16% to the year. The company will publish the detailed third quarter results towards the end of this month.
