After Chinese customers abandoned the purchase, 100 million chips were involved, and there was "infighting" within Korean enterprises
From now on, whether voluntarily or forced, Samsung and SK hynix will embark on a path of being abandoned by Chinese users. Of course, their"Teammates"Micron isn't having a good time either;After the ban on the Chinese market, Micron's performance also declined to a certain extent.
It can be seen that in the context of the United States' restrictions on integrated circuit technology, the three giants of memory integrated circuits have fallen into crisis.
But seriously, Samsung has suffered an even bigger crisis. South Korea** calls for Samsung's salvation.
The reason is that the financial data released by Samsung showed that the operating net profit in the third quarter fell by 77% year-on-year57%, of which the semiconductor business lost 375 trillion won. It is worth noting that this is the third consecutive quarter of losses for Samsung, with a total loss of 1269 trillion won.
If Samsung's losses are so heavy, it is precisely the memory chip business that Samsung relies heavily on in semiconductors, due to the weak demand of customers in the Chinese market in Samsung's memory chip business, coupled with the weak demand from the market itself and the gradual elimination of DAM and NAND chips by AI fire, Samsung has planted a heel in this field.
Now, at this juncture, Samsung wants to turn the tide, and the only way to start is to start with the AI field that currently needs HBM chips to break through.
However, it is a pity that Samsung itself is also an old rival of SK hynix, so it has a share of more than 50% in this regard. In addition, SK hynix has also found a good and deep connection with its customer Nvidia, and cooperated with NVIDIA to jointly develop AI chips such as H100 and H200. According to reports, SK hynix currently occupies 90% of the market share of high-end HMB chips. But Samsung is facing"Threats"It's much more than that.
According to data released by SKHYNix, HBM is expected to ship 100 million units annually by 2030. In other words, SK hynix does not want to give its competitors a leg up in the field of memory chips, but wants to enter the field of HBM chips, and, with the current data, it is certain that SK hynix's orders in this field are no more than that. Especially when Nvidia itself occupies a large market share in the field of artificial intelligence.
However, at this point, South Korean companies have already begun to fight for 100 million chips.
As we said earlier, Samsung wants to reverse the decline in order to revive the revenue of the semiconductor business, and this is the only progress made by HBM chips. Unsurprisingly, Samsung did the same. According to South Korea** reports, Samsung has broken the exclusive ** arrangement between SKHYNix and NVIDIA HBM3 and plans to start bringing ** HBM chips to NVIDIA in January next year. At the same time, Samsung has successfully sold HBM chips to the American chip company AMD**.
Obviously, SK hynix hopes to ship 100 million chips a year through Samsung"Incisions"To compete for orders in this market, Samsung made a direct move to NVIDIA, a stable customer of SK hynix. Such a situation of infighting is probably something unexpected by the outside world, after all, Samsung's sobering speed is still very fast.
It's just that even if they have a new market, they can't escape the fate of survival controlled by the mainland market situation after all. Nvidia has always attached great importance to the Chinese market, however, under the influence of the US chip ban, they are still debugging some chips that cannot be sold to Chinese customers. If the U.S. chip ban is not lifted, NVIDIA will not be able to take advantage of China's huge market, and will want to rush to recover Samsung's semiconductor revenue, how can it get into an embarrassing situation?
Overall, the Chinese market remains significant, and if the U.S. chip ban continues, it has sacrificed the interests of South Korean companies, or it has re-entered. At the same time, the scope of damage to U.S. chip companies may expand again, and it is time to wake up to the U.S. semiconductors that the author said.
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