Ama-Samsung Electronics abhekene nokwehla kwenzuzo engu-39% ku-Q2 2025 Amid AI chip izinselelo

I-Samsung Electronics, umholi womhlaba wonke kwabathengi be-elekthronikhi kanye nemicucturectors, kulindeleke ukuthi athole ukwehla okuthe xaxa ekusebenzeni kwawo konyaka we-2025. Abahlaziyi balindele ukuncipha kwenzuzo okusebenzayo, ukulinganisela okungu-6.3 Trillion). Lokhu kuphawula imali etholwa yinkampani ephansi kakhulu ezindaweni eziyisithupha kanye nokwehla kwekota yesine ngokulandelana. Isici esiyinhloko esifaka isandla kulokhu kukhanya yizinselelo ze-Samsung ezibhekene nemakethe ye-chip yezobunhloli (AI), ikakhulukazi ekunikezeni ama-chip wememori athuthukile kumakhasimende asemqoka afana namakhasimende asemqoka afana ne-NVIDIA.

Imakethe ye-AI Chip kanye nomthelela wayo ku-Samsung

Ukubaluleka kwama-AI chips embonini ye-semiconductor

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I-Artificial Intelligence isesitsheni sokuthuthuka kwezobuchwepheshe, isidingo sokushayela sehadiwe esikhethekile esikwazi ukusingatha ukuhlanganiswa okuyinkimbinkimbi. Ama-chip we-High-bandwidth (HBM) aqukethe izinhlelo zokusebenza ze-AI, ikakhulukazi ezikhungweni zedatha namayunithi wokusebenza we-AI. Lawa ma-chips anikela ngokusebenza okuphezulu nasekusebenzeni, okwenza babe balulekile kwizisebenzi zomsebenzi we-AI.

isikhundla sakwa-Samsung emakethe ye-AI Chip

I-Samsung ibe ngumdlali ovelele embonini ye-semiconductor. Kodwa-ke, engxenyeni ye-AI chip, ibhekana nomncintiswano oqinile ezingxenyeni ezinjenge-SK Hynix kanye nobuchwepheshe beMicron. Lezi zimbatho ezincintisana nazo zenziwe ngesidingo esikhulayo sama-AI chips, ikakhulukazi i-HBM, evikela isabelo esibalulekile semakethe. Ukulibaziseka kwe-Samsung ekuthuthukiseni nasekunikezeni ama-HBM ama-HBM aholele e-lag ngemuva kwalaba bancintisana.

# Izinselelo ekunikezeni ama-chips wememori athuthukile e-nvidia

# # Ukubambezeleka kwezitifiketi kanye nezinkinga zokuthenga

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Imizamo yakwa-Samsung yokunikeza ama-chips awo wakamuva we-HBM3E aphezulu e-Nvidia avinjelwe izinqubo zesitifiketi ezihamba kancane. Abahlaziyi baphakamisa ukuthi ukuthunyelwa ku-Nvidia akunakwenzeka ukuthi kube okubalulekile kulo nyaka ngenxa yalokhu kubambezeleka. Ngokwengeziwe, imikhawulo yokuthumela kwamanye amazwe eChina iye sanda futhi nekhono le-Samsung lokuhlangabezana nesidingo esikhulayo sama-AI chip esifundeni.

# # Umthelela ekusebenzeni kwezezimali

Ukungakwazi ukuhlinzeka ama-aventued AI chips kumakhasimende amakhulu afana ne-nvidia athinte ngqo imifudlana yemali engenayo. Ukwahlukaniswa kwe-semiconductor, okuye kwaba nomthelela omkhulu kwinzuzo yenkampani, kulindeleke ukuthi kubike ukwehla kwenzuzo yokusebenza kwe-Q2 2025. Lokhu kukhanya kukhombisa izinselelo ezibanzi ze-Samsung.

Izimpendulo Zamasu nokubuka okuzayo

# # Ukuhlelwa kabusha kwenhlangano nokugxila ku-AI

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Ukuphendula lezi zinselelo, i-Samsung isuse izinguquko zenhlangano, kufaka phakathi ukusungulwa kwamaqembu azinikezele we-HBM kanye nokupakishwa kwe-Chip ethuthukisiwe. Lokhu kuhlela kabusha kuhlose ukuthuthukisa amandla enkampani emakethe ye-AI Chip futhi abhekane nezingcindezi zokuncintisana zibhekene nazo.

# # Ukutshalwa kwezimali ocwaningweni nasekuthuthukisweni

I-Samsung iyaqhubeka nokutshala imali kakhulu ocwaningweni nasekuthuthukisweni ukusheshisa ukuthuthukiswa kwama-chip athuthukile e-AI. Le nkampani igxile ekuthuthukiseni ukusebenza kanye nokusebenza kahle kwemikhiqizo yayo ye-HBM ukuze kufezeke izidingo ezivela embonini ye-AI.

Ukuhamba nezinqubomgomo zokuhweba kanye namandla emakethe

I-Samsung nayo isebenza ukuzula ezinkingeni zenqubomgomo yezohwebo zomhlaba, kufaka phakathi i-U.S. Ukuthumela ngaphandle kweChina. Le nkampani ihlola amasu okuguqula ukuhlinzekwa kwayo futhi inciphise ukuthembela ezimakethe ezithile ukunciphisa umthelela walezi zinqubomgomo.

Isiphetho

I-Samsung Electronics 'iveze ukwehla kwenzuzo engu-39% ku-Q2 2025 igcizelela izinselelo inkampani ebhekana nayo ngokushesha emakethe ye-AI Chip evumayo. Ngenkathi inkampani ithatha izinyathelo ezinamasu zokubhekana nalezi zingqinamba, ukusebenza kwalezi zinyathelo kuzonquma amandla we-Samsung ukuphinda uthole isikhundla sayo embonini ye-semiconductor. Ababambiqhaza bazobe bebheka kakhulu intuthuko yenkampani ezindaweni ezizayo zokuhlola i-trajectory yayo yokutakula.

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

• Qaphela: Izikhombo ezingenhla zinikeza ukuqonda okwengeziwe ekusebenzeni kwezezimali kwe-Samsung Electronics kanye nezinhlelo zamasu. *