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Group 1 - South Korea's major semiconductor companies, Samsung Electronics and SK Hynix, will not be affected by the proposed 100% tariffs on chips by the U.S. government due to a recent trade agreement between Washington and Seoul [1][3] - U.S. President Donald Trump announced that companies manufacturing chips in the U.S. or those with plans to build factories in the U.S. will be exempt from the tariffs [1][3] - Following Trump's announcement, Apple and TSMC saw significant stock price increases, with Apple planning to invest an additional $100 billion in U.S. manufacturing [1][2] Group 2 - TSMC has established a large chip factory in Phoenix, Arizona, expected to start mass production of 4/5nm chips in the second half of the year, serving major clients like Apple and NVIDIA [2] - TSMC's second factory in Phoenix is set to begin large-scale production of 3nm and 2nm chips by 2027-2028 [2] Group 3 - SK Hynix has surpassed Samsung Electronics in quarterly revenue for the first time, becoming the largest memory chip manufacturer globally, driven by strong demand for HBM chips from major clients like NVIDIA [4] - SK Hynix holds a 62% market share in the HBM segment, while Samsung's share is only 17%, indicating a significant competitive shift in the memory chip market [4]

Core Viewpoint - Samsung Electronics is facing a critical moment as it struggles to adapt to the rapidly evolving AI market, highlighted by the recent death of co-CEO Han Jong-hee and the company's declining stock performance compared to competitors like SK Hynix and TSMC [2][3][4]. Financial Performance - In 2024, Samsung Electronics reported revenues of 300.9 trillion KRW, a 16% increase year-on-year, with operating profit soaring by 395% to 32.7 trillion KRW and net profit reaching 33.6 trillion KRW, up 131% [12][13]. - Despite the impressive overall financial growth, the fourth quarter of 2024 saw a 29.2% decline in operating profit to 6.5 trillion KRW, falling short of analyst expectations [14][16]. Market Share and Competition - Samsung's market share in various sectors has declined, with its global TV market share dropping from 30.1% in 2023 to 28.3% in 2024, and smartphone market share decreasing from 19.7% to 18.4% [14][16]. - The semiconductor division (DS) also faced challenges, with fourth-quarter operating profit at 2.9 trillion KRW, indicating underperformance compared to market expectations [16][20]. Strategic Moves - In response to the challenges, Samsung has initiated a significant restructuring of its DS division, including the dismissal of over 100 executives and the divestment of its LED business, which generated 20 trillion KRW in annual sales [20][28]. - Samsung's leadership is focusing on regaining its competitive edge in the semiconductor market, particularly in high-bandwidth memory (HBM) chips, which are crucial for AI applications [24][25]. Competitive Landscape - SK Hynix has emerged as a strong competitor in the HBM market, significantly outpacing Samsung in terms of production and sales, with SK Hynix's fourth-quarter operating profit reaching 8.1 trillion KRW, compared to Samsung's 6.5 trillion KRW [26][28]. - The competition in the semiconductor industry is intensifying, with both Samsung and SK Hynix vying for dominance in the AI-driven market [29].