Samsung Electronics-ka ayaa wajahaya 39% hoos udhaca ah ee 59% ee ah Q225 caqabadaha Chip

Elektaronigga Samsung, oo ah hogaamiyaha caalamiga ah ee elektiroonigga macaamiisha iyo semiconductors, ayaa la saadaalinayaa inay la kulmaan hoos u dhac weyn oo ku saabsan waxqabadka maaliyadeed ee 2025-sano. Tani waxay calaamad u tahay shirkadda ugu hooseysa ee shirkadda ugu hooseysa ee lix meelood lix meelood oo saddex meelood meel gooni ah oo isku xigxiga ah. Factor-ka koowaad ee ku tabarucaya hoos-u-dhigga waa caqabadaha samaynta wajiyada Sirdoonka ee macmalka (AI) suuqa chip (AI) suuqa sare, gaar ahaan bixinta xusuusta sare ee macaamiisha ugu muhiimsan sida NVidia.

suuqa AI ee suuqa iyo saamaynta ay ku leedahay samsung

Muhiimadda AI Chips ee warshadaha semiconductor

Sirdoonka macmalka ah wuxuu noqday aas adhijir u ah hormarinta tikniyoolajiyadda, baahida wadista qalabka ku takhasusay qalabka si gaar ah u leh wax ka qabashada xisaabinta isku dhafan. Chips-ka-xarkaha sare (HBM) ayaa ah isku-dhafan codsiyada AI, gaar ahaan xarumaha xogta iyo unugyada ka shaqeynta AI. Chips-yadaani waxay bixiyaan waxqabadyo sare iyo hufnaan ka sareeya, taasoo muhiim u ah culeyska shaqada ee AI.

booska Samsung ee suuqa AI

Samsung ayaa taariikh ahaan ka ahaa ciyaartoy weyn oo ka tirsan warshadaha semiconductor. Si kastaba ha noqotee, qeybta AI ee AI ee, waxay tartan adag kala kulantaa kuwa ay xafiiltamaan sida Sk Hynix iyo tikniyoolajiyadda micnon. Tartamayaashaas ayaa ku dhacay baahida sii kordheysa ee ku saabsan baahida AI, gaar ahaan HBM, sugida suuqa suuq weyn. Dib-u-dhaca Samsung ee horumarinta iyo bixinta natiijooyinka HBM ee horumarsan HBM waxay dhalisay in ay ka dambeyso inay ka dambeyso tartamayaashan.

Caqabadaha ka dhexeysa bixinta jahwareerka xusuusta horumarsan ee Nvidia

Dib-u-dhaca ee shahaadada iyo arrimaha silsiladda

Dadaallada Samsung ee lagu soo bandhigi lahaa HBM3E ugu dambeeyay HBM3E 12-Shop High Chips ilaa Nvidia waxaa lagu caqabad ku ahaa hanaanno shahaadada gaagaaban. Falanqeeyayaasha ayaa soo jeedinaya in shixnadaha Nvidia aysan u badneyn inay muhiim u tahay sanadkaan dartiis dartiis. Intaa waxaa sii dheer, xayiraadaha dhoofinta Shiinaha ayaa ka adkaaday awooda Samsung ee lagu daboolo baahida sii kordheysa ee ku saabsan jawiga kaynta ee gobolka AI ee gobolka.

Saamaynta waxqabadka maaliyadeed

Awoodda Awoodda ee bixinta koriska sare ee AI ee macaamiisha waa weyn sida NVidia ayaa si toos ah u saamaysay durdurrada dakhliga Samsung. Qeybta Semiconductor, oo la filayay in la kordhiyo faa iidada shirkadda, ayaa la filayaa inuu soo sheego hoos u dhac ku yimid faa iidada ka shaqeysa Q2 2025

jawaabaha istiraatiijiyadeed iyo aragtida mustaqbalka

Dib-u-habeynta hay'adda iyo diirada saar ai

Iyada oo laga jawaabayo caqabadahaas, Samsung ayaa bilaabay isbedelo abaabul, oo ay kujirto sameynta kooxo u go'an oo loogu talagalay xirmada HBM iyo baakadaha chip-ka sareeya. Dib-u-habeyntaasi waxay ujeedadeedu tahay in lagu xoojiyo awooda shirkada ee suuqa AI iyo wax ka qabashada cadaadiska tartanku ay wejiyaan.

maalgashiga cilmi baarista iyo horumarka

Samsung wuxuu sii wadaa inuu maalgashi culus ku sameeyo cilmi baarista iyo horumarka si loo dardar geliyo horumarinta chips horumarsan ee AI. Shirkadda waxay diiradda saareysaa hagaajinta waxqabadka iyo hufnaanta badeecadaheeda HBM si ay ula kulmaan baahiyaha isbeddelka ee isbeddelka warshadaha AI.

GUUD

Samsung sidoo kale waxay ka shaqaysaa sidii loola tegi lahaa kakanaanta siyaasadaha ganacsiga adduunka, oo ay ku jiraan xayiraadaha dhoofinta dhoofinta ee Shiinaha. Shirkaddu waxay baaraysaa istiraatiijiyado lagu qaybinayo silsilado sahayda waxayna yareysaa ku tiirsanaanta suuqyada gaarka ah si loo yareeyo saameynta siyaasadan.

Gudaha

Electronics Samsung 'oo la saadaaliyay 39% oo hoos udhac ah oo ka dhacay Q2 2025 ayaa hoosta ka xariiqay caqabadaha ay shirkaduhu wajahantahay inay si dhakhso ah u kobciso suuqa. In kasta oo shirkaddu ay qaadanayso tillaabooyin istiraatiiji ah oo wax looga qabanayo arrimahan, waxtarka tallaabooyinkan ayaa go'aamin doona awoodda Samsung ee lagu soo celiyo booskeeda warshadaha semiconductor. Daneeyayaasha ayaa si dhaw ula socon doona horumarka shirkadda ee meelahooda soo socda si loo qiimeeyo dabacsanaanta soo kabashada.

Tixraacyada

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

• Xusuusin: Tixraacyada kor ku xusan waxay bixiyaan aragtiyo dheeri ah oo ku saabsan waxqabadka elektroonikada elektiroonigga ah ee Samsung iyo dadaallada istiraatiijiyadeed. *