Samsung Electronics ekutanaki na 39% ya ba profits ya profit na Q2 2025 na kati ya ba défis ya puce ya AI

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Samsung Electronics, leader mondial na électronique ya ba consommateurs mpe ba semi-conducteurs, ekanisami ete ekokutana na bokiti monene ya mosala na yango ya mosolo mpo na trimestre ya mibale ya 2025. Ba analystes ba anticiper bokiti ya 39% mbula na mbula ya profit ya exploitation, ko estimation ya yango ezali pene na 6,3 trillion (4,62 milliards ya ba dollars). Yango ezali elembo ya litomba ya nse ya kompanyi na ba trimestres motoba mpe bokiti ya minei ya mbala na mbala ya trimestre. Facteur primaire oyo esali que ba déclins oyo ezali ba défis oyo Samsung akutana na yango na marché ya puce ya Intelligence Artificielle (AI), surtout na ko fournir ba puces ya mémoire avancées na ba clients clés lokola NVIDIA.

Zando ya puce ya AI mpe bopusi na yango na Samsung .

Signification ya ba puces ya AI na industrie ya semiconducteur .

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Intelligence artificielle ekomi libanga ya nse ya avancement technologique, conduisant demande ya matériel spécialisé capable ya ko manipuler ba calculs complexes. Ba puces ya mémoire ya bande passante (HBM) ya likolo ezali na ntina mingi na ba applications ya AI, mingi mingi na ba centres ya ba données mpe na ba unité ya traitement ya AI. Ba puces wana epesaka performance ya likolo mpe efficacité, kosala yango essentiel mpo na ba charges ya mosala ya AI.

Position ya Samsung na marché ya puce ya AI .

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Samsung ezalaki historiquement joueur dominant na industrie ya semi-conducteurs. Kasi, na segment ya puce ya AI, ekutanaka na concurrence makasi ya ba rivaux lokola SK Hynix na Technologie ya Micron. Ba concurrents wana ba capitalisé na demande oyo ezali kokola ya ba puces ya AI, surtout HBM, ko assurer part ya marché ya significatif. Bozongisi ya Samsung na bokolisi mpe bopesi ya ba puces ya HBM ya mayele esali ete ezala na retard nsima na ba concurrents wana.

Mikakatano na kopesaka ba puces ya mémoire ya liboso na NVIDIA .

Retard na makambo ya certification mpe ya chaîne d'approvisionnement .

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Milende ya Samsung mpo na kopesa ba puces na yango ya sika ya HBM3E 12-high na NVIDIA epekisami na ba processus ya certification ya malembe. Ba analystes balobi ete ba envois na NVIDIA ezali probablement te kozala na significatif na mbula oyo mpo na ba retards oyo. En plus, ba restrictions ya exportation na Chine e compliqué lisusu makoki ya Samsung ya ko répondre na demande oyo ezali kokola ya ba puces ya AI na région.

Impact na performance ya mbongo .

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Incapacité ya ko fournir ba puces ya AI ya avancé na ba clients minene lokola NVIDIA esali directement impact na ba flux ya revenu ya Samsung. Division ya semiconducteur, oyo ezalaki contributeur ya monene na profitabilité ya entreprise, esengelaki koyebisa bokiti ya profit ya exploitation mpo na Q2 2025. Bokiti oyo ezali kolakisa mikakatano ya monene Samsung akutanaki na yango na marché ya puce ya AI.

biyano ya strategie mpe botali ya mikolo mizali koya .

restructuration ya organisation mpe ko focuser na AI .

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Na eyano na mikakatano oyo, Samsung ebandi mbongwana ya ebongiseli, bakisa mpe bokeli ya ba équipes dédiées mpo na HBM mpe emballage ya puce ya liboso. Restructuration oyo ezali na tina ya kotombola makoki ya entreprise na marché ya AI Chip mpe ko régler ba pressions ya concurrence oyo ezali kokutana na yango.

Investissement na recherche na développement .

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Samsung ezali kokoba ko investir mingi na ba recherches mpe développement mpo na kosala que ba puces ya AI ya avance ezala mbangu. Société ezali kopesa makanisi na yango na kobongisa mosala mpe bokasi ya biloko na yango ya HBM mpo na kokokisa bamposa oyo ezali kobongwana ya mosala ya AI.

navigation ya ba politiques ya commerce na ba dynamiques ya marché .

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Samsung ezali mpe kosala mpo na kotambwisa makambo ya mindɔndɔmindɔndɔ ya politiki ya mombongo ya mokili mobimba, na ndakisa bipekiseli ya États-Unis mpo na kobimisa biloko na mikili mosusu. Société ezali koluka mayele mpo na kosala ete molongo na yango ya bopesi biloko ezala ndenge na ndenge mpe kokitisa bondimi na ba marchés spécifiques mpo na kokitisa bopusi ya ba politiques wana.

Maloba ya nsuka

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Samsung Electronics’ projected 39% ya profit ya profit na Q2 2025 ezo souligner ba défis oyo entreprise ekutanaka na yango na marché ya puce ya AI oyo ezali ko évoluer noki. Atako société ezali kosala ba démarches stratégiques mpo na ko répondre na ba questions wana, efficacité ya ba mesures wana eko déterminer makoki ya Samsung ya ko récupérer position na yango na industrie ya semi-conducteurs. Bato oyo bazali na likambo yango bakozala na boyokani makasi na bokoli ya Société na ba trimestres oyo ezali koya mpo na kotala trajectoire na yango ya bozongisi.

Ba références .

• Samsung Elec Q2 profit likely to drop 39% on weak AI chip sales .
• Samsung Electronics co-CEO Han Jong-hee dies, leaving new appointee in charge .
• Samsung CEO says company will pursue deals as it struggles for growth .
• Samsung chief Jay Y. Lee found not guilty in merger case .
• Samsung's Q2 Outlook Cut: Navigating Trade Crosscurrents in a Tech Tug-of-War .
• Samsung's Missed Opportunity: Weaker Profit Recovery Amid AI Boom .
• Samsung flags chip slowdown as profit drops sharply from previous quarter .
• Samsung Q1 Profit to Drop 21% Due to AI Chip Market Woes .
• Samsung Faces Shareholder Scrutiny After AI Chip Setbacks and Stock Decline .
• Samsung Forecasts 21% Profit Decline in Q1 Amid AI Chip Struggles .
• Samsung Q1 profit to drop 21% on weak AI chip sales, foundry losses By Reuters .
• Samsung Faces Q2 2025 Earnings Shock as Profit Falls 15% - SammyGuru .
• Samsung to face questions from shareholders after AI chip failings, stock price drop .
• Samsung sees Q1 profit beating estimates as looming tariffs spur chip, phone sales .
• Samsung Elec Q2 profit likely to drop 39% on weak AI chip sales | Reuters .

Liyebisi: Ba références oyo ezali likolo epesi ba insights ya kobakisa na oyo etali performance financière ya Samsung Electronics mpe ba initiatives stratégiques.