Samsung Electronics eyolekedde okukendeera kw'amagoba ga bitundu 39% mu Q2 2025 wakati mu kusoomoozebwa kwa AI chip

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Samsung Electronics, ekulembedde mu nsi yonna mu byuma ebikozesebwa mu by’amasannyalaze n’ebyuma ebikozesebwa mu kukola semikondokita, esuubirwa okufuna okusereba okw’amaanyi mu nkola yaayo ey’ebyensimbi mu kwata y’okubiri eya 2025. Abakugu mu by’enfuna basuubira nti amagoba ga bitundu 39% ku mwaka ku mwaka, ne bakibalirira nti gaweza obuwumbi bwa ddoola 6.3 ($4.62 billion). Kino kye kisinga kkampuni eno ssente entono mu kwata y’omukaaga n’okuna okw’okuna okw’omuddiring’anwa nga buli luvannyuma lwa myezi esatu. Ensonga enkulu eyamba okugwa kuno kwe kusoomoozebwa Samsung kw’ayolekagana nakwo mu katale ka Artificial Intelligence (AI) naddala mu kuwa chips ez’omulembe ez’okujjukira eri bakasitoma abakulu nga NVIDIA.

Akatale ka AI chip n'engeri gye kakwatamu ku Samsung .

Amakulu ga AI chips mu makolero ga Semiconductor .

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Artificial Intelligence efuuse ejjinja ery’oku nsonda mu kukulaakulana mu tekinologiya, ekivaako obwetaavu bw’ebikozesebwa eby’enjawulo ebisobola okukwata okubala okuzibu. Chips za high-bandwidth memory (HBM) zikwatagana nnyo n’enkola za AI naddala mu data centers ne AI processing units. Chips zino ziwa omulimu ogw’oku ntikko n’okukola obulungi, ekizifuula ezeetaagisa mu mirimu gya AI.

Ekifo kya Samsung mu katale ka AI chip .

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Samsung mu byafaayo abadde muzannyi asinga mu mulimu gwa semiconductor. Wabula mu kitundu kya AI chip, eyolekedde okuvuganya okw’amaanyi okuva mu bavuganya nga SK Hynix ne Micron Technology. Abavuganya bano bakozesezza obwetaavu bwa AI chips obweyongera naddala HBM, okufuna omugabo omunene ku katale. Samsung okulwawo okukulaakulanya n’okugabira chips za HBM ez’omulembe kivuddeko okuddirira emabega w’abavuganya bano.

Okusoomoozebwa mu kugabira NVIDIA chips ez'omulembe

Okulwawo mu nsonga z'okuweebwa satifikeeti n'okugaba ebintu

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Kaweefube wa Samsung okugabira Nvidia chips zaayo ezisembyeyo eza HBM3E 12-high chips alemeseddwa enkola z’okugaba satifikeeti ezigenda mpola. Abakugu mu by’enfuna bagamba nti ebigenda mu NVIDIA tebisuubirwa kuba bya maanyi omwaka guno olw’okulwawo kuno. Okugatta ku ekyo, obukwakkulizo ku by’okutunda ebweru w’eggwanga mu China bwongera okukaluubiriza Samsung okusobola okutuukiriza obwetaavu bwa chips za AI obweyongera mu kitundu kino.

impact ku nkola y'ebyensimbi .

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Obutasobola kuwa chips za AI ez’omulembe eri bakasitoma abakulu nga Nvidia kikosezza butereevu Samsung’s revenue streams. Ekitongole kya Semiconductor Division ekibadde kiyamba ennyo mu kukola amagoba ga kkampuni, kisuubirwa okutegeeza nti amagoba g’emirimu gagenda kukendeera mu Q2 2025. Okugwa kuno kulaga okusoomoozebwa okugazi Samsung kw’ayolekagana nakwo mu katale ka AI chip.

Eby'okuddamu eby'obukodyo n'endowooza y'omu maaso .

Okuddamu okutegeka enteekateeka era essira lisse ku AI .

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Mu kwanukula okusoomoozebwa kuno, Samsung etandise enkyukakyuka mu kitongole, omuli okuteekawo ttiimu ezeewaddeyo okukola HBM n’okupakinga kwa chip okw’omulembe. Okuddamu okutegeka kuno kugenderera okutumbula obusobozi bwa kkampuni mu katale ka AI chip n’okukola ku puleesa z’okuvuganya z’ayolekagana nazo.

Okuteeka ssente mu kunoonyereza n'okukulaakulanya .

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Samsung ekyagenda mu maaso n’okussa ssente nnyingi mu kunoonyereza n’okukola okusobola okwanguya okukola chips za AI ez’omulembe. Kkampuni eno essira eriteeka ku kulongoosa enkola n’obulungi bw’ebintu byayo ebya HBM okusobola okutuukiriza ebyetaago by’amakolero ga AI ebigenda bikulaakulana.

Okutambulira mu nkola z'obusuubuzi n'enkyukakyuka mu katale

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Samsung era ekola okutambulira ku buzibu obuli mu nkola z’ebyobusuubuzi mu nsi yonna omuli n’obukwakkulizo bwa U.S. okutunda ebweru w’eggwanga mu China. Kkampuni eno enoonyereza ku nkola z’okukyusakyusa mu nkola yaayo ey’okugaba ebintu n’okukendeeza ku kwesigama ku butale obw’enjawulo okukendeeza ku buzibu obuva mu nkola zino.

Mu bufunzi

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Samsung Electronics’ projected 39% profit depline in Q2 2025 eggumiza okusoomoozebwa kkampuni kw’erina mu katale ka AI chip akagenda kakulaakulana amangu. Nga kkampuni ekola emitendera egy’obukodyo okukola ku nsonga zino, obulungi bw’enkola zino bujja kusalawo obusobozi bwa Samsung okuddamu okubeera mu mulimu gwayo mu mulimu gwa semiconductor. Abakwatibwako ensonga eno bagenda kuba balondoola nnyo enkulaakulana ya kkampuni mu kwata ezijja okwekenneenya enkola yaayo ey’okuzzaawo.

Ebijuliziddwa .

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

Weetegereze: Ebiwandiiko ebyo waggulu biwa amagezi amalala ku nkola y'ebyensimbi mu Samsung Electronics n'enteekateeka ez'obukodyo.