Nevertheless,
Rise hbm3e samsung goes beyond:
Samsung has told investors that the fifth generation HBM3E production increased more quickly than demand from the final market. Furthermore, a gap that should “have an impact on market prices for the moment” that the demand for the final market, a gap which should, according to the company, “have an impact on market prices at the moment”
Management added that the increase in contractual prices for conventional DRAMs will reduce the profitability difference between HBM3E memories and conventional memories during the second half, which will limit the increase in margins even if the volumes increase.
This warning comes at a time when customers such as NVIDIA. Nevertheless, AMD are moving towards HBM3E memory at 12 batteries for artificial intelligence accelerators for the next generation. Consequently, SK Hynix. For example, Micron competitors are already producing the dense variant in mass, rise hbm3e samsung goes beyond which increases the risk that stocks accumulate before the expected wave of demand is fully materialized.
Internally. the semiconductor division of Samsung is under pressure: the quarterly operating profit collapsed from 94 % in annual sliding to reach 400 billion Korean wons (287 million dollars), export controls and stock corrections that weighed on the results. To reverse the trend. the company rationalizes the production costs of HBM3E memory in order to recover the Nvidia market, which has largely passed to SK Hynix.
Revenue from memories increased by 11 % compared to the first quarter. thanks to the increase in HBM3E deliveries, and Samsung plans to increase the production of 128 GB of DDR5, 24 GB of GDDR7 and 8-Gen V-Nand by the end of the year. An agreement of $ 16.5 billion for the manufacture of the next Tesla AI6 chips from Tesla in Tesla in Texas should rise hbm3e samsung goes beyond stabilize the use of foundries. although new American customs duties of 15 % on Korean products darkens the prospects for demand.
The initiates of the industry note that Samsung has offered price concessions. At the same time. NVIDIA validates its 12 -layer batteries, indicating that market leadership during the next cycle could depend more on costs and yield than on band width. If Samsung manages to produce high yield. at a lower cost before its rivals, the company could recover shares in the lucrative segment of the Memoirs of AI, but any misstep may strengthen the excess offer which today threatens the prices of the HBM3E.
Rise hbm3e samsung goes beyond
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