Samsung is counting

South Korea Samsung Electronics on Tuesday forecast 56% bring profit for the second quarter when the company is struggling to seize the demand of Nvidia’s artificial intelligence.

In their recommendations, Chip Memory Chip and the manufacturer of smartphones said the operating income for a quarter ended in June, compiled by about 4.6 trillion. Reduced compared to 10.44 trillion. Korean won for the year.

A figure is a deeper drop in comparison with reasonable LSEG estimates that are weighed on analysts’ forecasts that are more stable.

Samsung’s reasonable estimates had to outline 6.26 trillion. (4.57 billion dollars) For a quarter. Meanwhile, Samsung predicted its profits to reach 74 trillion. Winners without complying Smart Reseg Smart 75.55 trillion.

Samsung is a leading player on the world smartphone market, as well as one of the world’s largest memory chips used in devices such as laptops and servers.

However the company lags behind the competitors like SK HYNIX and Micron In memory chips with high bandwidth-wet memory type unfolding in AI chips.

“The disappointing profit is due to the constant operating losses in the foundry, while up to HBM with high profitability remains muted in this quarter,” said the Research Research research director about Research.

Sk Hynix, HBM leader, provided the post of Nvidia key provider. While Samsung is justify Worked to get the latest version of his hbm chips, Certified Nvidia, Report with Local outlet It believes that these plans were made at least in September.

The company did not respond to a request for a commentary on the status of its transactions with NVIDIA.

Ray Van, Semic Officers, Supply Chain and New Technologies in Futurum Group, said CNBC that it was clear that Samsung has not yet been qualified for Nvidia for the best HBM.

“Given that Nvidia is approximately 70% of the world’s HBM demand, the delay that change a considerable part is approaching the prospect,” Van said. He noted that while Samsung provided some HBM supplies for AI-AI processors, this victory is unlikely to contribute to the results of the second quarter due to the timing of production ramps.

Meanwhile, Samsung’s foundry continues to face weak orders and serious competition Taiwanese semiconductor production companyAdded van.

Reuters reported in September The fact that Samsung has instructed its subsidiaries around the world to reduce 30% of employees in some units, citing sources familiar with this question.

According to LSEG, Samsung Electronics has increased about 16%. The company will release its detailed results of the third quarter at the end of this month.