Samsung Signage during the NVIDIA GPU Technology (GTC) conference in San Jose, California, United States, on Thursday, 20 March 2025.
David Paul Morris Bloomberg Gety pictures
South Korea Samsung Electronics Tuesday Climate He decreased by 56 % in profits for the second quarter, as the company struggles to capture the request from the NVIDIA artificial intelligence chip leader.
The profitability of the memory chip and smart phone maker will reach a quarter that ends in June to about 4.6 trillion Won, a decrease from 10.44 trillion Korean on an annual basis.
This figure is a deeper diving compared to the Smartestimate from LSEG, which is weighting towards predicting analysts who are constantly more accurate.
According to Leseg Smartestimate, Samsung was expected to publish a 6.26 trillion Won ($ 4.57 billion) profit ($ 4.57 billion) For a quarter. Meanwhile, Samsung expected to reach 74 trillion Won, and to retract the 75.55 trillion Won’s smart estimates.
Samsung is a leading player in the global smartphone market and also one of the largest memory chips in the world, which is used in devices such as laptops and servers.
However, the company is lagging behind competitors such as Sk Hynix and Micron In high-range memory chips-an advanced type of memory is published in artificial intelligence chips.
“The disappointing profits are due to the constant operating losses in the work of the cable, while the bullish trend in the high -margin HBM works is still silent in this quarter,” said Ms. Huang, Research Director at Counterpoint Research.
SK Hynix, the leader of HBM, got the position of a major resource in NVIDIA. While Samsung has It is said She was working to obtain the latest version of NVIDIA accredited HBM chips, a report from A. Local port It indicates that these plans have been returned to September at least.
The company did not respond to a request to comment on the status of its deals with NVIDIA.
Ray Wang, semiconductor research director, told the supply chain and emerging technology in the Futurum Cnbc group that Samsung has not yet passed the NVIDIA qualification for more HBM.
“Given that NVIDIA accounts for about 70 % of the global demand for HBM, the delay is declining useful in the short term,” Wang said. He pointed out that although Samsung has received some HBM supplies for AMD processors from AMD, it is unlikely that this victory will contribute to the results of the second quarter due to the timing of production stairs.
Meanwhile, Samsung slices are still facing weak orders and dangerous competition from Taiwan semiconductor manufacturerWang added.
Reuters It was mentioned in September Samsung has issued the instructions of its subsidiaries around the world to reduce 30 % of employees in some departments, noting familiar sources in the matter.
Samsung Electronics shares increased by about 16 %, according to LSEG data. The company will issue its detailed results in the third quarter at the end of this month.
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