Core Insights - Samsung Electronics' semiconductor business struggles are linked to a strategic misstep made seven years ago, which resulted in the loss of significant partnerships with key clients like NVIDIA [2] - In 2018, NVIDIA's CEO proposed three collaboration plans to Samsung, including joint development of advanced HBM memory and advanced process technology, but these proposals were rejected due to leadership issues at Samsung [2] - The decision to decline NVIDIA's proposals has had long-term repercussions, allowing competitors like SK Hynix to gain a competitive edge in the HBM market [2][3] Group 1 - Samsung's passive position in the HBM market is reflected in its performance, with SK Hynix set to become the largest DRAM supplier by March 2025 due to increased demand for AI chips [3] - To counteract its declining position, Samsung is accelerating the development of HBM4 technology and plans to provide samples to clients like NVIDIA and AMD within the month [3] - The strategic decision made seven years ago highlights Samsung's lack of flexibility, which may impact its industry positioning for the next decade [3]