The Pivotal Chip Division of the Samsung Electronics Company reported a small expected advantage to the company to close the difference on Archivale SK Hinix Inc. in Artificial Intelligence Arina.
Samsung is meeting its research and operating costs, officials said that the expenditure on memory will be equally high as last year. In 2024, the total capital expenditure came to the KRW 53.6 trillion (about Rs 3,20,391 crore).
That push resulted in a long delayed delay Approval For the supply of Samsung’s 8-layer HBM3E, a low advanced variety of-high-bandwidth memory that supplies SK HYNIX-was sewn to the Chinese market for use with AI processor from Nvidia Corp.
But with exposure to the Legacy Drum, South Korea’s largest company is weighing. Samsung’s Semiconductor Unit reported operating benefits of KRW 2.9 trillion (about Rs 17,301 crore) for the December quarter, recalling the average estimates of analysts. It also estimates an increase in limited income in the current quarter. The company’s net income was expected to promote a large-to-first KRW 7.58 trillion (about Rs 45,235 crore), thanks to the promotion of its network business.
Samsung’s stock price fell 2.4 percent on Friday, the first trading day in Seoul after the lunar New Year holiday. SK HYNix shares declined by 9.9 percent, which shows the concern of the part that the lampsac will increase the entire base of large expenses on the low -cost AI datastery and powerful chips.
Samsung officials said on Friday that the company expanded its HBM3E supply to several providers of graphic processing units and datastery customers in the fourth quarter. Nevertheless, the US export ban on AI chips will probably weigh on its first quarter earnings, before the demand for overall memory chip in the second quarter is cured.
“We expect a temporary barrier on the sale of HBM in the first quarter,” partially causes to launch an effort to launch a better version of American curb as well as a better version of its HBM3E chips, Samsung’s memory business executive Vice President Kim Jejun said during an earning call. , “There has been a change among major customers that are choosing the option to wait for HBM3E products, which may potentially be the result of a temporary interval in HBM demand.”
Earlier this month, Nvidia CEO Jensen Huang said that Samsung would have to do a new design engineer. “But they can do this. They are working very fast. They are very committed to this. ,
“We strongly believe that current challenges can be resolved rapidly,” said Chief Financial Officer Park Sunshol. “And by overcoming these challenges, Samsung can enter a new phase of development.”
This year, the Samsung server will focus on cutting its risk for traditional drama and nand for PC and mobile devices, chasing the high-margins of the server draam and HBM, where the demand remains strong, “said the officials said. . He said that this SK HYNix and Micron Technology Inc. Their efforts to catch with both have been spent on research and development and front-end expansion, but the foundry business will remain weak, while the demand for mobile and PC will remain soft, he said.
Its smartphones, TV and other equipment are facing increasing competition, the company said, “The authorities cited the uncertainty and delay in economic reform.”
Investors are concerned about Samsung’s ability to return to the market for high-bandwidth memory chips, designed to work with NVidia’s AI Accelerator. The company has struggled to achieve its latest products certified by NVIDIA – providing an unusually long window for SK HYNix and Micron, which removes the commanding lead in the Booming HBM market.
Samsung has reorganized its team of engineers, hoping to reverse their market status with HBM chips, or the next generation of HBM4. Both Samsung and SK HYNIX purpose is to become the main vendor of Nvidia for HBM4 chips as they work to produce them extensively in the second half of this year.
“We still think that it is possible for Samsung that it eventually corrects the ship in his HBM business and promotes the country’s equity market, but a lot of major fables AI names to achieve real commercial successes with names Hold on capacity, “Homin Lee said. , Senior Macro Strategist in Singapore at Lombard Odier. “Time is ending because memory is rapidly decreasing, Chinese rivals caught rapidly in the DDR5 section despite export control.”
SK HYNix posted a record quarterly income earlier this month, which for the first time receives Samsung’s operational benefit. HYNix said HBM has created 40 percent of its overall draam chip revenue in this quarter and it is expected that HBM sales this year is more than double the sale.
In November, Samsung Announced Plan to buy about KRW10 trillion (about Rs 59,667 crore) of your own stock. On earning calls, officials said that the company is in the process of canceling some KRW3 trillions (about Rs 17900 crore) and is searching for the remaining KRW7 trillion (about Rs 41,766 crore).
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