Seoul (Reuters) -samsung electronics (005930.SK,, Ssnlf) On Friday, he warned about the slow sale of his artificial intelligence chips in the current quarter because of the restriction of exports to the US to China, and how it worked to launch a improved version of their top chips.
Advanced chips used for AI were a bright point on a poor memory chip, but rival SK Hynix (000660.KS,, Hxscl) is nvidia’s (Nvda) The main supplier of high-width (HBM) chips used in AI graphic handing (GPU), while Samsung struggled to meet NVIDIA’s request.
The United States also launched a fresh suppression of the Chinese semiconductor industry, including the limit of HBM chip sales. Samsung, who relied on Chinese customers for about 20% of HBM sales, according to analysts, was expected to hit much harder than his peers.
“In the first quarter, there will be temporary restrictions on the sale of HBM chip,” said Kim Jae-June, Executive Vice President of Samsung’s Memory, during the Call Call on Friday.
“We expect a certain impact on our HBM demand than not only American limitations on the export of top chips, but also a shift of demand for improved chipci of main clients,” he said.
Samsung, who began the sale of 8-lambs and 12-layers of HBM3e products in the third quarter, said he had planned to launch improved HBM3E products in March.
Nvidia Jensen Huang CEO has said this month that Samsung has to “engineering a new design” to supply HBM chips to his company, Korea Joontang Daily reported.
Samsung has Received approval from Nvidia Bloomberg reported to the companies less advanced HBM chips, citing sources on Friday. Samsung said in October that he was progressing in the supply of HBM chips of Nvidia, but has not published any public updates since then.
Kim said that the limitations of the supply for the GPU also led to the delay in projects of some customers, which measured the request for memory chips used in servers used in data centers.
GPU chips made by Nvidia lacked because of solid demand and engineering challenges in their creation.
Samsung confirmed that his operating profit was 6.5 trillion won ($ 4.48 billion) in the fourth quarter, which is a drop by 29% compared to the third quarter.
The South Korean company has said that it is expecting a limited growth of earnings in the first quarter due to poor business memory chips, including poor demand for smartphones and personal computers.
Samsung has predicted the growth of mobile phone markets this year, since US President Donald Trump’s policy changes will be expected to create a series of insecurities and weigh a consumer mood. “
