三星电子:第二季度晶圆代工受先进AI芯片库存供应的影响。
news flash·2025-07-30 23:56

Core Viewpoint - Samsung Electronics' second-quarter wafer foundry business was impacted by inventory supply issues related to advanced AI chips [1] Group 1: Company Performance - The second-quarter performance of Samsung's wafer foundry segment was negatively affected by the excess inventory of AI chips, leading to a slowdown in demand [1] - The company is facing challenges in maintaining production levels due to the fluctuations in AI chip orders [1] Group 2: Industry Impact - The overall semiconductor industry is experiencing a shift in demand dynamics, particularly influenced by the inventory levels of AI-related products [1] - Companies in the semiconductor sector may need to adjust their production strategies in response to the changing landscape driven by AI technology [1]