
I-Samsung Elektroniki ijongene ne-39% yenzuzo kwi-Q2 2025 AID AID Imiceli mngeni
I-Samsung Elektroniki, inkokeli yehlabathi kwi-elektroniki kunye ne-semicondtors, iqinisekisiwe ukuba ifumane i-Dow.0% ye-Derillion kwi-ORDING kwi-6.3 ye-trillion iphumelele ($ 4.62 bhiliyoni). Oku kuphawula umvuzo ophantsi wenkampani kwiikota ezintandathu kunye nohlaselo lwesine ngokulandelelana. Eyona nto iphambili ekufumaneni ukudodobala kule miceli mngeni kwi-Samsung Imarike ye-Articance (AI) i-CHIP, ngakumbi ekuboneleleni nge-chips yememori ukuya kwi-NVidia.
Imakethi ye-AI ye-chip kunye nefuthe layo kwi-samsung
ukubaluleka kweetshipsi ze-AI kwiShishini le-Semiconductor
Ubukrelekrele bokwenyama buye baba lilitye lendawo yokuhlala, imfuno yokuqhuba ye-hardware ekhethekileyo ekwakukukhathalela ukuphatha iindelelo ezinzima. Imemori ye-bandwidth (HBM) i-chips ibalulekile kwizicelo ze-AI, ngakumbi kumaziko edatha kunye neeyunithi zokulungisa ii-AI. Ezi chip zibonelela ngokusebenza okuphezulu kunye nokusebenza kakuhle, zibenza zibalulekile kwimithwalo yomsebenzi we-AI.
isikhundla sikaSamsung kwimakethi ye-AI Chip
I-Samsung imbali ibingumdlali obalaseleyo kwishishini le-semicondctor. Nangona kunjalo, kwicandelo le-AI chip, lijamelana nokhuphiswano olulukhuni kwimigca efana ne-sk hynix kunye netekhnoloji ye-micron. Aba bakhuphisana nabo banemali ekhunduli kwimfuno yokukhula kweetshipsi ze-AI, ngakumbi i-HBM, efumanisa isabelo sentengiso esibalulekileyo. Ukulibaziseka kukaSamsung ekuphuhliseni nasekuboneleleni i-HBM ye-HBM ikhokelele kwi-lag emva kwaba khuphiswano.
# Imiceli mngeni ekuboneleleni nge-chips yememori kwi-Nvidia
# Ukulibaziseka kwizatifikethi kunye nemicimbi yentshukumo yoncedo
Imizamo kaSamsung yokubonelela nge-HBM3 ye-12-i-chips ephezulu ukuya kwi-Nvidia ithintelwe ziinkqubo zokuqinisekiswa kancinci. Abahlalutyi bacebisa ukuba ukuthunyelwa kwe-NVidia akunakulindeleka ukuba baxabiseke kulo nyaka ngenxa yoku kulibaziseka. Ukongeza, izithintelo ze-China zinokwazi ukwenzeka okuthe kratya kaSamsung
# # Impembelelo kwiNtsebenzo yeMali
Ukungakwazi ukubonelela nge-chips ekhethekileyo kwi-chips enkulu eya kubathengi abaphambili njenge-NVidia ichaphazele ngokuthe ngqo imijelo yengeniso kaSamsung. ICandelo le-semiconductor, elibe ligalelo elibalulekileyo kwinzuzo yenkampani, kulindeleke ukuba inike ingxelo yokwehla kwinzuzo esebenzayo ye-Q2 2025. Oku kwenzekileyo kubonisa imiceli mngeni ebanzi kwi-AI CHIP.
Iimpendulo zeqhinga lokusebenza kunye nembono yexesha elizayo
# # # Yombutho kunye nokulungiswa kwe-AI
Ukuphendula kule miceli mngeni, uSamsung sele eqalile utshintsho lombutho, kubandakanya ukusekwa kwamaqela azinikeleyo kwi-HBM kunye nephakeji ye-chip ephezulu. Olu hlengahlengiso lujolise ekuphuculeni amandla enkampani kwintengiso ye-AI Chip kwaye ubhekise uxinzelelo lokhuphiswano olujongene nalo.
Utyalomali kuphando kunye nophuhliso
USamsung uyaqhubeka nokutyala imali kakhulu kuphando kunye nophuhliso ukukhawulezisa uphuhliso lweetshipsi eziphambili. Inkampani igxile ekuphuculeni intsebenzo kunye nokusebenza kakuhle kweemveliso zayo ze-HBM ukuhlangabezana neemfuno ze-AI ishishini.
Ukuhambahamba kwemigaqo-nkqubo yezorhwebo kunye neentengiso zentengiso
I-Samsung ikwasebenza nokuhambahamba kwezinto ezinzima kwimigaqo-nkqubo yoRhwebo yeHlabathi, kubandakanya izithintelo ze-U.S. Inkampani ihlolisisa izicwangciso zokutshintsha i-chain yayo kwaye inciphise ukuthembela kwiimarike ezithile ukunciphisa ifuthe lale migaqo-nkqubo.
# Ukuqukumbela
I-Samsung Elektroniki Elektronics '% iqikelekile ukuhla kwe-Q2 2025 igxininisa imiceli mngeni ukuba inkampani ijongene nentengiso ekhawulezileyo ye-AI ye-AI ye-AI ye-AI. Ngelixa iNkampani ithatha amanyathelo obuchule ukulungisa le micimbi, ukusebenza kwala manyathelo kuya kumisela amandla e-Samsung ukufumana indawo yayo kwishishini le-semicondcuctor. Abathathi-nxaxheba baya kubeka iliso ngokusondeleyo kwinkqubela phambili yenkampani kwikomkhulu ezayo ukuze kuvavanye ukubuyela kwimeko yesiqhelo.
# Iimbekiselo
-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
- Qaphela: Ezi zikhombisi zingasentla zibonelela ngokuqonda ongezelelweyo kwimisebenzi yemali ye-Samsung ye-Samsung ye-Samsung ye-Samsung ye-Samsung ye-SAMSUng kunye nelinyathelo lobuchule.