Samsung Electronics bɛ 39% tɔnɔ dɔgɔyali kunbɛn Q2 2025 kɔnɔ AI chip gɛlɛyaw cɛma .

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Samsung Electronics, n’o ye diɲɛ ɲɛmɔgɔ ye, n’o ye mɔgɔw ka ɛntɛrinɛti ni semikɔndukiriw ye, o bɛna dɔgɔya kosɛbɛ a ka wariko baara la san 2025 kalo filanan na.Sɛgɛsɛgɛlikɛlaw b’a jira ko 39% san o san baarakɛnafolo la, o b’a jateminɛ ko a bɛ se ka se 6,3 miliyari 6,3 ɲɔgɔn ma (miliyari 4,62). O bɛ kɛ sababu ye ka sosiyete ka sɔrɔ dɔgɔyalen kɛ kalo saba kɔnɔ ani ka dɔgɔya naaninan na kalo saba kɔnɔ. Fɛn fɔlɔ min bɛ kɛ sababu ye ka nin jigin in kɛ, o ye gɛlɛyaw ye Samsung bɛ minnu sɔrɔ hakililata (AI) chip sugu la, kɛrɛnkɛrɛnnenya la, hakilijagabɔ puce kɔrɔlenw dili la, kiliyan jɔnjɔnw ma i n’a fɔ NVIDIA.

AI chip sugu n' a nɔfɛkow Samsung kan .

AI chips nafa ka bon semiconductor industry kɔnɔ .

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Intelligence artificiel kɛra fɛɛrɛtigɛ ɲɛtaa jɔnjɔn ye, min bɛ kɛ sababu ye ka fɛn kɛrɛnkɛrɛnnenw ɲinini kɛ minnu bɛ se ka jatebɔ gɛlɛnw ɲɛnabɔ. Hakilila-jɔ-minɛn (HBM) puce (puce) minnu ka bon kosɛbɛ, olu ye AI baarakɛminɛnw ye, kɛrɛnkɛrɛnnenya la, kunnafonidilanw ni AI baarakɛyɔrɔw la. O pucew bɛ baara kɛcogo ɲuman ni baarakɛcogo ɲuman di, o b’a to u nafa ka bon AI baarakɛtaw la.

Samsung ka jɔyɔrɔ AI chip sugu la .

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Samsung ye tariku la, a ye 'jɔyɔrɔtigi ye 'sèn na 'sènfɛ-sɛbɛnni na. Nka, AI chip yɔrɔ la, a bɛ ɲɔgɔndan gɛlɛn sɔrɔ ka bɔ ɲɔgɔndankɛlaw la i n’a fɔ SK Hynix ani Micron Technology. O ɲɔgɔndankɛlaw ye nafa sɔrɔ AI chips ɲinini na min bɛ ka caya, kɛrɛnkɛrɛnnenya la HBM, ka suguya caman sɔrɔ. Samsung ka HBM chips kɔrɔlenw labɛnni n’u dicogo la, o kɛra sababu ye ka kɔtigɛ in kɔfɛ.

Gɛlɛyaw hakilijagabɔ puce kɔrɔlenw dicogo la Nvidia ma .

A bɛ tɛmɛn seereyaw ni fɛnw dilancogo koɲɛw kan .

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Samsung ka cɛsiriw ka a ka HBM3E 12-high chips labanw di NVIDIA ma, o balila ni seereyaw ye minnu bɛ kɛ dɔɔnin dɔɔnin. Sɛgɛsɛgɛlikɛlaw y’a jira ko fɛn minnu bɛ ci NVIDIA ma, a ka c’a la, olu tɛna kɛ fɛnba ye ɲinan k’a sababu kɛ nin waati in na. Ka fara o kan, dankarili minnu bɛ kɛ ka ɲɛsin Siniwa jamana ma, olu ye Samsung ka seko gɛlɛya ka taa a fɛ ka AI pucew ɲinini min bɛ ka caya o mara kɔnɔ.

Impact ka ɲɛsin wariko baarakɛcogo ma .

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Sebaliya ka AI puce kɔrɔlenw di kiliyanba dɔw ma i n’a fɔ NVIDIA ye nɔ bila Samsung ka sɔrɔ siraw la k’a ɲɛsin a ma. Semikɔndukiri tilayɔrɔba, n’o kɛra sababu ye ka tɔn ka nafa sɔrɔ, o bɛna kɛ sababu ye ka baara tɔnɔ dɔgɔyali jira san 2025 kalo 2nan na, san 2025. O jigin in bɛ Samsung ka gɛlɛyabaw jira AI chip sugu la.

Jaabiw fɛɛrɛbɔlenw ani siniko jateminɛ .

Jɛkulu ka sigicogo kura ani a sinsin AI kan .

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O gɛlɛyaw jaabi la, Samsung ye jɛkulu ka fɛn caman caman wuli, o la, jɛkulu minnu ɲɛsinnen bɛ HBM ma ani chip pakew dilanni ɲɛtaa kama, olu sigili sen kan. O labɛnni kura in kun ye ka tɔn ka sekow yiriwa AI chip sugu la ani ka ɲɔgɔndan degunw ɲɛnabɔ a bɛ minnu sɔrɔ.

Investissement (wariko) ɲinini ni yiriwali la .

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Samsung bɛ ka taa a fɛ ka wari caman bila ɲininiw ni yiriwali la walasa ka AI puce kɔrɔlenw yiriwali teliya. Sosiyete in b’a sinsin a ka HBM ka fɛn dilannenw ka baara kɛcogo n’u ka baarakɛcogo ɲuman kan walasa ka AI baarakɛlaw magoɲɛfɛnw ɲɛnabɔ minnu bɛ ka wuli.

ka jago politiki ni suguya sɛgɛsɛgɛli kɛ .

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Samsung fana bɛ ka baara kɛ walasa ka diɲɛ jago politiki gɛlɛyaw ɲɛnabɔ, hali Ameriki jamana ka jago dantigɛliw Sinuwa jamana na. Sosiyete bɛ ka fɛɛrɛw ɲini walasa k’a ka fɛnw dilancogo caman kɛ ani ka dɔ bɔ u jigi la sugu kɛrɛnkɛrɛnnenw kan walasa ka o politiki ninnu nɔfɛkow nɔgɔya.

Kuncɛli

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Samsung Electronics ka tɔnɔ dɔgɔyali 39% la san 2025 kalo 2025 kɔnɔ, o bɛ gɛlɛya minnu sɔrɔ AI Chip sugu la min bɛ ka wuli joona. Hali ni tɔn bɛ ka fɛɛrɛw tigɛ walasa ka nin ko ninnu ɲɛnabɔ, o fɛɛrɛw nafa bɛna kɛ sababu ye ka Samsung ka se ka a jɔyɔrɔ sɔrɔ kokura semikɔndukiri baara la. Jɛkuluw bɛna sosiyete ka ɲɛtaa kɔlɔsi kosɛbɛ san saba nataw kɔnɔ walasa k’a ka segincogo jateminɛ.

Ɲɛfɔliw .

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KƆLƆSI: Sanfɛla la, kunnafoni wɛrɛw bɛ hakilina wɛrɛw di Samsung Electronics ka wariko baarakɛcogo n’a fɛɛrɛw kan.