# Tags
Samsung Electronics

Samsung Electronics Second-Quarter Profit Takes 39% Hit from HBM Chip Delays

Samsung Faces 39% Profit Drop Amid HBM Chip Delivery Delays: Samsung Electronics is forecast to report a 39% drop in its Q2 operating profit, falling to approximately ₩6.3 trillion ($4.62 billion)—its lowest performance in six quarters, according to LSEG SmartEstimate. The decline is primarily attributed to delay in delivering high-bandwidth memory (HBM) chips, notably its […]

AI market

Nvidia CEO Warns U.S. Could Cede AI Ground to Huawei If It Stays Sidelined

U.S. Chip Export Curbs Threaten Nvidia’s Position in China AI Market: Nvidia CEO Jensen Huang issued a stark warning: continued U.S. restrictions on semiconductor exports to China could pave the way for Huawei to take control of the AI landscape domestically—and possibly gain a foothold in global dominance. Analysts warn that ongoing U.S. restrictions may […]

Samsung Q1 Profit Plummets 21%: AI Chip Shortfall & Foundry Losses Drag Earnings

Samsung Electronics (005930.KS) reported a steeper-than-expected 21% drop in Q1 operating profit to ₩6.3 trillion ($4.6B), missing analyst estimates of ₩7.1 trillion, as its AI chip division underperformed and foundry losses mounted. Key Pain Points: AI Chip Miss: HBM3 memory sales lagged behind SK Hynix despite 300% industry demand growth Foundry Troubles: $700M loss in […]