Samsung Wutar lantarki ta fuskanci raguwar riba 39% a cikin Q2 2025

Samsung Wutar lantarki, Jagoran Duniya a cikin Wutar lantarki da Semiconducontorsors, ana shirin samun gagarumar yin mulki a shekara ta 202%. Wannan yana nuna mafi ƙasƙanci na kamfanin a cikin kwata shida da kuma jere na huɗu a jere. Fasali na farko da ke ba da gudummawar wannan ƙasa shine kalubale Samsung ya kasance a cikin bayanan sirri (AI) Chip na Chiplific, musamman wajen samar da ci gaba da manyan kwakwalwa kamar NVIDIA.

Kasuwancin AI Chip da tasirinsa akan Samsung

muhimmancin kwakwalwanu a cikin masana'antar semiconducor

Sirrin wucin gadi ya zama babban abin hawa na ci gaba na fasaha, neman bukatar tuki don kayan aikin musamman da zai iya ɗaukar abubuwa masu rikitarwa. Memoldwar ƙwaƙwalwar ƙwaƙwalwa (HBM) kwakwalwan kwamfuta ke da alaƙa da aikace-aikacen AI, musamman a cibiyoyin bayanai da raka'a Ai. Wadannan kwakwalwan kwamfuta suna ba da fifiko da inganci, yana sa su mahimmanci ga Ai aiki.

Samsung ya kasance a cikin kasuwar AI

Samsung ya kasance tarihi mai fasaha a cikin masana'antar semictionectory. Koyaya, a cikin Ai Chip Sashe, yana fuskantar m gasar daga hivfals kamar sk hynix da fasahar Micron. Wadannan masu fafatawa suna da babban tasiri a kan cigun kwakwalwan kwamfuta, musamman hbm, tabbatar da babbar kasuwar kasuwa. Jinkirin Samsung a cikin ci gaba da kuma samar da kwakwalwan kwamfuta na gaba na HBM ya haifar da kasan a bayan wadannan masu gasa.

Kalubale cikin hadaya kwakwalwan ƙwaƙwalwar ajiya zuwa NVIDIA

jinkirin a cikin takardar shaida da bayar da abubuwan sarkar

Kokarin Samsung ya bayar da sabbin kwakwalwa na HBM3E 12 ga NVIDIA sun hana ta saurin takaddun shaida. Masu sharhi sun nuna cewa jigilar kayayyaki zuwa NVIDIA ba za a iya yiwuwa a wannan shekara saboda waɗannan jinkiri ba. Bugu da ƙari, ƙuntatawa na fitarwa zuwa China sun kara rikitarwa Samsung na rikitarwa don haduwa da girma bukatar kwakwalwan kwamfuta a yankin.

tasiri kan aikin kudi

Rashin samar da ci gaba ai kwakwalwan kwamfuta ga manyan abokan ciniki kamar NVIDIA ta shafi kasuwar kudaden kudaden shiga Samsung kai tsaye. Sashen sashen semiconductor, wanda ya kasance babban mai bayar da mai ba da gudummawa ga riba a cikin ribar da ke aiki don Q2 2025. Wannan ya sauka a kasuwar Ai guntu.

dabarun martani da na gaba da gaba

Kwarewar kungiya da mai da hankali kan AI

Saboda mayar da martani ga wadannan kalubalen, Samsung ya fara canje-canje na kungiyoyi, gami da kafa kungiyoyin sadaukar da kai don HBM da ci gaba cocacking cocaring. Wannan yana sake aiwatar da damar haɓaka damar kamfanin a cikin kasuwar ai guntu kuma magance matsituwar matsitru tana fuskoki da ita.

Zuba jari a Bincike da Ci gaba

Samsung ya ci gaba da saka hannun jari sosai cikin bincike da ci gaba don hanzarta ci gaban cigaban cochips na gaba. Kamfanin yana mai da hankali kan inganta aikin da ingancin sa na HBM don saduwa da ƙwarewar masana'antar AI.

Kewaya Manufofin Kasuwanci da Kwajin Kasuwanci

Samsung kuma yana aiki don sake dubawar rikice-rikicen kasuwancin duniya, gami da U.S. Hukuncin fitarwa zuwa China. Kamfanin yana binciken dabarun samar da wadatar samar da wadatar kayan da rage dogaro kan takamaiman kasuwanni don su rage tasirin wadannan manufofin.

kammalawa

Samsung Elecronics na lantarki da aka kama a cikin Q2 2025 ya ba da izinin kalubalen kamfanin ya fuskanta cikin hanzari. Duk da yake kamfanin yana ɗaukar matakan dabarun magance waɗannan batutuwa, tasirin wadannan matakan zasu yanke shawarar ikon Samsung na Samsung na farko. Masu bautar ruwa za su sa a sa ido sosai kan ci gaban kamfanin a cikin bariki masu zuwa don tantance yanayin murmurewa.

nassoshi

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

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