Samsung's profit in the second quarter was high, especially the business profit of the semiconductor and device solution (DS) department, which is of concern, was only 40 billion KRW, a sharp drop of 93.8% compared with the same period last year...
Samsung's profit in the second quarter was high, especially the business profit of the semiconductor and device solution (DS) department, which is of concern, was only 40 billion KRW, a sharp drop of 93.8% compared with the same period last year, the weakest performance since the six quarters. Therefore, Samsung is working hard to turn the market before the end of the year, believing that the key to reinvention is the latest generation of HBM3E.
According to reports from Korean media ZDNet Korea, Samsung is extremely pressured to reduce the production costs of HBM3E and strives to increase the current revenue mainly relies on SK Hynix's NVIDIA. Currently, Samsung's strategy is mainly to make HBM3E cheaper and more stable supply, and thus occupy an indispensable position in the future of AI computing.
HBM3E is the latest generation of DRAM, and the stacking layers can be divided into 8 and 12 layers. With NVIDIA, AMD and other companies launching the latest AI accelerators, demand for 12-layer HBM3E products is expected to rise significantly this year.
Recently, Samsung and Tesla signed a $16.5 billion cooperation plan, becoming one of the helpers of the long-term prospects. Samsung is responsible for manufacturing Tesla's next-generation AI6 chips, with the cooperation period until 2033. The outside world believes that Samsung may make too much profit, convince Tesla at a price close to the production cost, and accept the conditions set by the latter, such as prototype development costs, production costs from manufacturing to packaging, and production facilities. This contract will inject key scale and stability into Samsung's crystalline OEM business to fight against the fierce competition and ground political pressure of NT$.
At the same time, US President Trump adjusted the tax on Korean commodity classes by 15%, adding new uncertainty to Samsung's hope of rebounding in the second half of the year. Foreign media Tom’s Hardware believes that Samsung is now on the wire ropes. On the one hand, it bets that AI will stop falling and rebound, and on the other hand, it should compete fiercely with the memory market for the multiple changes in trade policies.
Reported that if Samsung can successfully improve the yield of HBM3E and reduce costs, the overall situation may reverse. Although NVIDIA has begun testing Samsung's HBM3E, it still maintains retention to heat dissipation and energy efficiency. What is even more challenging is that Meta, Microsoft, and Amazon are actively promoting self-developed AI chips. Samsung's memory supplier not only needs to prove its strength, but also has to prove that it is worth choosing.
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