Samsung Electronics yi langutane na 39% wa ku hunguteka ka vuyelo eka Q2 2025 exikarhi ka mintlhontlho ya xichipi xa AI

.

Samsung Electronics, murhangeri wa misava hinkwayo eka switirhisiwa swa elektroniki swa vatirhisi na ti-semiconductor, yi languteriwile ku kuma ku hunguteka lokukulu eka matirhelo ya yona ya swa timali eka kotara ya vumbirhi ya 2025. Vakambisisi va langutele ku hunguteka ka 39% lembe na lembe eka vuyelo bya matirhelo, va ringanyeta leswaku yi ta va kwalomu ka 6.3 wa tibiliyoni ta ti-won ($4.62 wa tibiliyoni). Leswi swi fungha miholo ya le hansi ya khamphani eka tikotara ta tsevu na ku hunguteka ka kotara ya vumune hi ku landzelelana. Mhaka ya nkoka leyi hoxaka xandla eka ku wa loku i mintlhontlho leyi Samsung yi langutaneke na yona eka makete wa tichipi ta vutlhari byo endliwa (AI), ngopfungopfu eka ku phakela tichipi ta memori ta xiyimo xa le henhla eka tiklayenti ta nkoka to fana na NVIDIA.

Makete wa AI Chip na nkucetelo wa wona eka Samsung .

Nkoka wa tichipisi ta AI eka indasitiri ya semiconductor .

.

Vutlhari byo endliwa byi hundzuke ribye ra xisekelo ra nhluvuko wa thekinoloji, leswi fambisaka xilaveko xa switirhisiwa swo hlawuleka leswi kotaka ku khoma swibalo leswi rharhanganeke. Tichipi ta memori ya bandwidth ya le henhla (HBM) i ta nkoka eka switirhisiwa swa AI, ngopfungopfu eka tisenthara ta datha na tiyuniti ta vukorhokeri bya AI. Tichipisi leti ti nyika matirhelo ya le henhla na vukorhokeri, leswi endlaka leswaku ti va ta nkoka eka mintirho ya AI.

Xiyimo xa Samsung eka makete wa AI Chip .

.

Samsung hi matimu yi vile mutlangi lonkulu eka bindzu ra ti-semiconductor. Kambe eka xiyenge xa ​​AI chip, yi langutane na mphikizano wo tika ku suka eka vaphikizani vo fana na SK Hynix na Micron Technology. Vaphikizani lava va tirhise mali eka xilaveko lexi kulaka xa tichipisi ta AI, ngopfungopfu HBM, ku tiyisisa xiphemu xa nkoka xa makete. Ku hlwela ka Samsung eka ku tumbuluxa na ku phakela tichipi ta HBM ta xiyimo xa le henhla swi endle leswaku ku va na ku hlwela endzhaku ka vaphikizani lava.

Mintlhontlho eka ku phakela tichipisi ta memori ta xiyimo xa le henhla eka Nvidia .

Ku hlwela ka Timhaka ta Xitifikheti na Mphakelo .

.

Matshalatshala ya Samsung yo phakela tichipi ta yona ta sweswinyana ta HBM3E 12-high eka NVIDIA ya siveleriwile hi maendlelo ya ku tiyisisa hi ku nonoka. Vakambisisi va ringanyeta leswaku ku rhumeriwa ka swilo eNvidia a swi tikombi swi ri swa nkoka lembe leri hikwalaho ka ku hlwela loku. Ku engetela kwalaho, swipimelo swa ku rhumela ehandle eChina swi tlhele swi rharhanganisa vuswikoti bya Samsung byo fikelela xilaveko lexi kulaka xa tichipi ta AI eka xifundzha.

Impact eka matirhelo ya swa timali .

.

Ku tsandzeka ku phakela tichipi ta AI ta xiyimo xa le henhla eka tiklayenti letikulu to fana na NVIDIA swi khumbe hi ku kongoma swihlovo swa mali ya Samsung. Xiyenge xa ​​Semiconductor, lexi nga hoxa xandla swinene eka ku vuyeriwa ka khamphani, xi languteriwile ku vika ku hunguteka ka vuyelo bya matirhelo ya Q2 2025. Ku wa loku ku kombisa mintlhontlho yo anama leyi Samsung yi langutaneke na yona eka makete wa tichipi ta AI.

Tinhlamulo ta maqhinga na langutelo ra nkarhi lowu taka .

Ku lulamisiwa ka nhlangano na ku kongomisa eka AI .

.

Hi ku hlamula eka mintlhontlho leyi, Samsung yi sungurile ku cinca ka nhlangano, ku katsa na ku simekiwa ka swipano leswi tinyiketeleke swa HBM na ku paka tichipi ta xiyimo xa le henhla. Ku lulamisiwa loku ku kongomisa ku ndlandlamuxa vuswikoti bya khamphani eka makete wa AI Chip na ku lulamisa mintshikilelo ya mphikizano leyi yi langutaneke na yona.

Vuvekisi eka ndzavisiso na nhluvukiso .

.

Samsung yi ya emahlweni yi vekisa ngopfu eka ndzavisiso na nhluvukiso ku hatlisisa nhluvukiso wa tichipi ta AI ta xiyimo xa le henhla. Khamphani yi kongomisa eka ku antswisa matirhelo na vukorhokeri bya switirhisiwa swa yona swa HBM ku fikelela swilaveko leswi cincaka swa indasitiri ya AI.

Ku fambisa tipholisi ta mabindzu na ku cinca ka makete .

.

Samsung yi tlhela yi tirha ku fambisa ku rharhangana ka tipholisi ta mabindzu ya misava hinkwayo, ku katsa na swipimelo swa U.S. Khamphani yi le ku lavisiseni ka tindlela to hambanyisa mphakelo wa yona na ku hunguta ku titshega hi timakete to karhi ku hunguta vuyelo bya tipholisi leti.

Mahetelelo

.

Samsung Electronics’ projected 39% ku hunguteka ka vuyelo eka Q2 2025 swi kandziyisa mintlhontlho leyi khamphani yi langutaneke na yona eka makete wa tichipi ta AI lowu cincaka hi xihatla. Loko khamphani yi ri karhi yi teka magoza ya maqhinga yo lulamisa timhaka leti, ku humelela ka magoza lawa ku ta boha vuswikoti bya Samsung byo tlhela yi kuma xiyimo xa yona eka indasitiri ya tisemikondukta. Vakhomaxiave va ta va va ri karhi va langutisisa swinene nhluvuko wa khamphani eka tikotara leti taka ku kambela ndlela ya yona yo vuyisa.

Swikombo .

• 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 .

Xiya: Swikombo leswi nga laha henhla swi nyika vutivi byo engetela eka matirhelo ya swa timali ya Samsung Electronics na migingiriko ya maqhinga.