Ko nga hikohiko a Samsung e pa ana ki te 39% ka heke te utu ki te Q2 2025 IIDID AI Wero Ai

Ko nga hikohiko a Samsung, he kaiarahi o te ao i roto i te hiko o te kaihoko me te taapiri i te waa tuarua o te 202% o te tau e haere ana ki te 6.3 piriona toa ($ 4.62 piriona. Ma tenei e tohu nga moni iti rawa o te kamupene i roto i te ono o nga waahanga me te tuawha hurihuri wehe. Ko te mea tuatahi e uru ana ki tenei heke ko nga wero a Samsung i roto i te maakete tohunga (ai) te maakete maramara, ina koa ki te tuku i nga maramara mahara whakamua kia rite ki nga kiritaki matua penei i nga kiritaki matua penei i te Nvidia.

Te Maakete AI AI me tona paanga ki Samsung

Te hiranga o nga maramara AI i roto i te umanga semiconductor

Ko te mohiotanga toi kua riro hei putunga o te ahunga whakamua hangarau, te tono taraiwa mo te taputapu motuhake e kaha ana ki te whakahaere i nga whakaurunga matatini. Ko te maharatanga nui-teitei (HBM) Chip he mea nui ki nga tono AI, ina koa i nga pokapū raraunga me nga waahanga tukatuka AI. Ko enei maramara e tuku ana i nga mahi pai me te kaha, me te mea nui mo nga mahi AI.

Te turanga o Samsung i roto i te maakete maramara AI

Ko Samsung te kaitakaro rangatira i roto i te umanga semiconductor. Heoi, i roto i te waahanga AI Chip, he uaua te whakataetae mai i nga kaiwhaiwhai pera me te hangarau miihini me te hangarau micron. Ko enei kaiwhakataetae kua paahitia ki te piki haere o te tono a Ai Chip, otira ko te HBM, te pupuri i nga waahanga o te maakete nui. Ko te roa o te mahi a Samsung ki te whakawhanake me te tuku i nga maramara HBM matatau kua puta mai i muri o enei whakataetae.

Nga wero ki te tuku i nga maramara mahara whakamua ki a NVIDIA

ka whakaroa i roto i te tiwhikete me te tuku i nga korero mekameka

Ko nga mahi a Samsung ki te tuku i ona maramara Hbm3e hou hou ki a NVIDIA kua aukati i nga tukanga tohu puhoi. E kii ana nga kairangahau kei te kaha nga kaipuke ki a NVIDIA i tenei tau na enei mea kua roa. Hei taapiri, ko te aukati i te kaweake ki a Haina kua tino uaua ki te whakatutuki i te hiahia nui mo te kaupapa AI i te rohe.

te paanga ki te mahi putea

Ko te ngoikore ki te whakaputa i nga maramara AI whakamua ki nga kiritaki nui penei i te nvidia kua pa ki a ia nga hua moni a Samsung. Ko te Wahanga SECICOndUctor, he mea nui te koha ki te painga o te kamupene, e tika ana kia ripoatahia te heke o te hua o te Q2 2025. Ko te heke o te heke ki te maakete a Samsung i roto i te maakete SAMSUng.

Whakautu rautaki me te tirohanga a muri ake

Te Whakarato o te Whakahaere me te Arotahi ki AI

Hei whakautu ki enei wero, kua puta nga huringa whakahaere i te whakariterite, tae atu ki te whakatu i nga kapa whakatapua mo te HBM me te Pakihi Chip Adding. Ko tenei mahi whakatikatika kia whakarei ake i nga kaha o te kamupene i roto i te maakete maramara AI me te whakatau i te whakataetae whakataetae e kaha ana.

haumi i roto i te rangahau me te whakawhanaketanga

Kei te haere tonu a Samsung ki te haumi i roto i te rangahau me te whakawhanaketanga ki te whakatere i te whakawhanaketanga o nga maramara AI matatau. Kei te arotahi te kamupene ki te whakapai ake i nga mahi me te kaha o ona hua HBM kia tutuki ai nga hiahia o te AI.

A Whakatere i nga kaupapa here hokohoko me nga tohu o te maakete

Kei te mahi ano hoki a Samsung ki te whakatere i nga uaua o nga kaupapa here hokohoko ao, tae atu ki nga here kaweake a U.S. ki Haina. Kei te tuhura te kamupene rautaki ki te whakarereke i tana mekameka toha me te whakaheke i te ti'aturi ki nga maakete motuhake hei whakaiti i te paanga o enei kaupapa here.

whakatau

Ko te mahi a Samsung Electronics 39% te heke o te Q2 2025 i te wero i te taha o te kamupene ki te maakete tere tere AI. Ahakoa kei te whakahaere nga kamupene i nga huarahi rautaki hei whakatikatika i enei take, ka whakatau te whai hua o enei mahi a Samsung ki te whakahoki ano i tona turanga i roto i te umanga semiconductor. Ka aro tata te hunga whai take ki te ahunga whakamua a te kamupene i nga waahanga e haere mai ana ki te aromatawai i tana kaupapa whakaora.

tohutoro

• 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

• Tuhipoka: Ko nga tohutoro o runga ake nei e whakaatu ana i etahi atu matauranga ki te mahi putea a Samsung Electronics me nga kaupapa rautaki. *