Samsung Elegitoroniki 39% Inyungu Yagabanutse muri Q2 2025 AI Ingorane ya Ai Chip

Biteganijwe ko Samsung Electronics, umuyobozi w'isi yose mu baguzi na semicondu, biteganijwe ko haza guhura n'igituba cyayo mu gihembwe cya kabiri cya 2025. Abasesenguzi bagabanuka mu mwaka wa 2025. Abasesenguzi bagera kuri Trillion 2012 batsinze (miliyari 4.62). Ibi byinjiza amafaranga make yinzuki muri quarteri esheshatu nicya kane gikurikiranye. Ikintu cyibanze kigira uruhare muri iyi nturntur nibibazo bya Samsung mumaso yubushakashatsi bwa tegeko (ai) ku isoko rya chip, cyane cyane mugutanga chip yo kwibukwa kwambere kubakiriya bakomeye nka Nvidia.

isoko ya AI n'ingaruka zayo kuri Samsung

Akamaro ka Ai Chips mu nganda za semiconductor

Ubwenge bwubuhanga bwahindutse imfuruka yiterambere ryikoranabuhanga, icyifuzo cyo gutwara ibinyabiziga byihariye gishobora gukemura ibibazo bigoye. Ububiko bubi (HBM) chip ni ngombwa kuri porogaramu ya AI, cyane cyane mubigo byamakuru nibikoresho byo gutunganya AI. Izi Chips zitanga imikorere yo hejuru no gukora neza, bikaba ngombwa kubikorwa bya AI.

umwanya wa Samsung mumasoko ya AI Chip

Samsung yabaye amateka yabaye umukinnyi wiganje mu nganda za semiconductor. Ariko, mu gice cya AI Chip, ihura n'amarushanwa akomeye yabahanganye nka SK Hynix na Micron. Aba banywanyi bakoresheje inyuguti nkuru kubibazo bifatika bya AI, cyane cyane HBM, banga umugabane wingufu. Gutinda kwa Samsung mugutezimbere no gutanga chip yagezweho ya HBM yateye imbere inyuma yaya banywanyi.

INGORANE MU GUTANGA KINYARWANDA ZIKURIKIRA NA NVITIA

gutinda mubyemezo nibibazo byo gutanga

Imbaraga za Samsung kugirango zitange HBM3e 12-Imirongo minini kuri Nvidia yabangamiwe no gutanga ibyemezo. Abasesenguzi bavuga ko kohereza Nvidiya bidashoboka ko biha agaciro uyu mwaka kubera ibyo gutinda. Byongeye kandi, kubuza ibicuruzwa byoherezwa mu Bushinwa bifite ubushobozi bwa Samsung bigoye bwo kuzuza ibisabwa ku nkombe za AI mu karere.

ingaruka kubikorwa byubukungu

Kudashobora gutanga Chip ya AI yateye imbere kubakiriya bakomeye nka Nvidia bagize ingaruka ku nzuzi zinjiza Samsung. Igabana rya Semiconductor, ryabaye umusanzu ukomeye ku nyungu za sosiyete, biteganijwe ko uzatanga isoko mu nyungu za Q2 2025. Iyi makosa yerekana ibibazo byagutse bya Samsung isura yisoko rya AI.

Ibisubizo bya Ingamba hamwe nigihe kizaza

Kuvugurura imitunganyirize kandi wibande kuri Ai

Mu gusubiza ibyo bibazo, Samsung yatangije impinduka zumuteguro, harimo no gushiraho amatsinda yitaguriwe kuri HBM na CHIP yateye imbere. Iri vugurura rifite intego yo kuzamura ubushobozi bwa sosiyete ku isoko rya AI Chip kandi ikemure ibibazo by'amarushanwa arushanwa.

ishoramari mubushakashatsi niterambere

Samsung akomeje gushora imari mu bushakashatsi n'iterambere kugira ngo yihutishe iterambere rya AI yateye imbere. Isosiyete yibanda ku kuzamura imikorere n'imikorere y'ibicuruzwa byayo bya HBM guhura n'ibikenewe by'inganda za AI.

kuyobora politiki yubucuruzi hamwe nisoko

Samsung nayo akora kugirango ayobore politiki yubucuruzi bwisi yose, harimo na A. - Ibicuruzwa byohereza ibicuruzwa hanze mubushinwa. Isosiyete ikora ingamba zo gutandukanya urunigi rwo gutanga no kugabanya kwishingikiriza ku masoko yihariye kugirango agabanye ingaruka ziyi politiki.

Umwanzuro

Samsung elegitoroniki 'yateguwe 39% ku nyungu zagabanutse muri Q2 2025 zishimangira ingorane Isosiyete ihura nabyo ku isoko rya AI vuba. Mugihe isosiyete ifata ingamba zifatika zo gukemura ibyo bibazo, imikorere yizi ngamba izagena ubushobozi bwa Samsung bwo kugarura umwanya mu nganda za semiconductor. Abafatanyabikorwa bazakurikiranira hafi iterambere ryisosiyete mugihe kiri imbere kugirango basuzume inzira yo gukira.

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