Samsung Profits Soar, But Company's Nvidia AI Chip Race Lag Allows SK Hynix, Micron To Take The Lead In High-Bandwidth Memory
Portfolio Pulse from Kaustubh Bagalkote
Samsung Electronics reported strong profits for the September quarter, but delays in NVIDIA's AI chip certification have allowed SK Hynix and Micron Technology to take the lead in high-bandwidth memory. Samsung's chip division earned $2.8 billion, while SK Hynix posted a record profit.
October 31, 2024 | 6:57 am
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NEGATIVE IMPACT
NVIDIA's AI chip certification delays with Samsung impact the competitive landscape, allowing SK Hynix and Micron to gain an edge.
NVIDIA's delay in certifying AI chips with Samsung affects its competitive position, as competitors gain market share in high-bandwidth memory.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Micron Technology benefits from Samsung's delay in NVIDIA AI chip certification, allowing it to lead in high-bandwidth memory.
Micron Technology is directly benefiting from Samsung's delay in AI chip certification, which allows it to capture more market share in high-bandwidth memory.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80