三星营业利润暴跌39%！

Group 1 - The core viewpoint of the article highlights the significant impact of delays in supplying advanced memory chips to Nvidia on Samsung Electronics' second-quarter operating profit, which is expected to plummet by 39% to 6.3 trillion KRW (46.2 billion USD), marking the lowest level in six quarters [2][3] - Samsung's long-term financial performance is under pressure, raising concerns among investors about its ability to catch up with smaller competitors in developing high-bandwidth memory (HBM) chips for AI data centers [2][3] - Analysts indicate that Samsung is struggling to obtain certification for its latest HBM chips from Nvidia, with expectations that HBM revenue may remain flat in the second quarter due to ongoing sales restrictions in China [3] Group 2 - Samsung's smartphone sales are expected to remain stable despite potential US tariffs on imported smartphones, although many key businesses, including chips and home appliances, face uncertainties due to various US trade policies [3] - The US is considering revoking exemptions for global chip manufacturers, including Samsung, which would complicate access to American technology for their factories in China [3]