🇰🇷Samsung’s Chip Division Underwhelms in Costly AI Memory Race
Bloomberg reports that Nvidia gives delayed approval on less-advanced Samsung HBM. Korea’s largest company is fighting to narrow SK Hynix’s lead.
📊Samsung is ratcheting up its research and operating costs, with executives saying the spending on memory would stay at the elevated level as last year. Total capital expenditures came to $37 billion in 2024.
📉Investors remain concerned about Samsung’s ability to claw its way back into the market for HBM chips, designed to work with Nvidia’s AI accelerators. The company has struggled to get its latest products certified by Nvidia — providing an unusually long window for SK Hynix and Micron to carve out commanding leads in the booming HBM market.
📊SK Hynix posted record quarterly income earlier this month, eclipsing Samsung’s operating profit for the first time. Hynix said HBM made up 40% of its overall DRAM chip revenue in the quarter and it expects HBM sales to more than double this year.
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Bloomberg reports that Nvidia gives delayed approval on less-advanced Samsung HBM. Korea’s largest company is fighting to narrow SK Hynix’s lead.
📊Samsung is ratcheting up its research and operating costs, with executives saying the spending on memory would stay at the elevated level as last year. Total capital expenditures came to $37 billion in 2024.
📉Investors remain concerned about Samsung’s ability to claw its way back into the market for HBM chips, designed to work with Nvidia’s AI accelerators. The company has struggled to get its latest products certified by Nvidia — providing an unusually long window for SK Hynix and Micron to carve out commanding leads in the booming HBM market.
📊SK Hynix posted record quarterly income earlier this month, eclipsing Samsung’s operating profit for the first time. Hynix said HBM made up 40% of its overall DRAM chip revenue in the quarter and it expects HBM sales to more than double this year.
Read full:
⬇️⬇️⬇️
en review.uz/en/j9o
ru review.uz/j9o
More analytics
⬇️⬇️⬇️
© Экономическое обозрение
© Иқтисодий шарҳ
© Economic Review
telegram | facebook | twitter|linkedin