Nvidia(US:NVDA) 智通财经网·2025-07-07 23:37Group 1 - Samsung Electronics reported a significant decline in operating profit for Q2, dropping 56% year-on-year to 4.6 trillion KRW (approximately 3.3 billion USD), exceeding analysts' expectations of a 41% decline [1] - The company's revenue for the quarter reached 74 trillion KRW, but inventory backlog and cost pressures were key factors affecting performance [1] - Samsung's chip division is facing challenges in the AI chip market, particularly with the delay in certification of its advanced 12-layer HBM3E products by Nvidia, allowing competitors like SK Hynix and Micron to gain market share [1][4] Group 2 - Despite previously optimistic signals in April regarding the delivery of upgraded HBM3E samples and plans for HBM4 production, Samsung has fallen behind competitors who have already delivered HBM4 samples [4] - Market research firm Bernstein has adjusted its forecasts, predicting that SK Hynix will maintain a 57% market share by 2025, while Samsung and Micron will have 27% and 16% respectively, indicating a more balanced market landscape [4] - Samsung's chip business head acknowledged the early setbacks in the HBM market and committed to avoiding similar issues with HBM4, which is intended for use in Nvidia's Rubin GPU architecture [4][5] Group 3 - Analysts from Daxin Securities believe that despite uncertainties in the certification timeline, Samsung is still expected to achieve HBM4 mass production by Q3 2025 [5] - The company is under unprecedented competitive pressure, and achieving technological breakthroughs in AI memory will be crucial for reversing its declining performance [5]