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Samsung Electronics has reported weak demand for its reminiscence chips is anticipated to restrict earnings development within the present quarter, with its issues compounded by US restrictions on supplying superior semiconductors utilized in synthetic intelligence {hardware}.
The South Korean firm mentioned on Friday that it expects total reminiscence chip demand to start out recovering within the second quarter. Its shares fell round 2.5 per cent on disappointment on the weak earnings forecast.
“In the first quarter of 2025 . . . overall earnings improvement may be limited due to weakness in the semiconductor business,” Samsung, the world’s largest reminiscence chipmaker, mentioned in an announcement.
Kim Jae-june, govt vice-president of Samsung’s reminiscence enterprise, later added: “There will be some temporary restrictions in our [high-bandwidth memory] chip sales in the first quarter. We expect some impact on our HBM demand from not just US restrictions on exports of high-end chips but also a shift in demand for improved chips by major clients.”
Samsung has been beneath strain after failing to trip the AI funding wave. Its HBM AI chips haven’t matched the capabilities of these made by SK Hynix, nor received approval from Nvidia, a key buyer. Samsung has additionally been hit laborious by the sluggish Dram chip cycle as a consequence of its greater publicity to commodity chips and the rise of Chinese language rivals reminiscent of CXMT.
SK Hynix shares dropped as a lot as 12 per cent on Friday morning as markets reopened after the lunar new 12 months break — catching up on considerations that large spending on knowledge centres might have peaked, with DeepSeek’s price range AI mannequin triggering panic over future demand.
Samsung executives instructed analysts on Friday the corporate was decreasing its publicity to standard reminiscence semiconductors, focusing extra on higher-margin chips utilized in AI servers, the place demand “remains strong”. However its contract-chipmaking foundry enterprise remained weak amid mushy demand for chips utilized in smartphones and PCs.
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Its funding in reminiscence chips can be just like final 12 months’s degree, it mentioned. The corporate reported whole capital spending of Won53.6tn ($37bn) final 12 months, with the majority going to its chip unit.
Samsung has reorganised its group of engineers to strengthen its HBM competitiveness, however Nvidia chief Jensen Huang mentioned this month that Samsung needed to “engineer a new design” to provide HBM chips to his firm, though he added that “they can do it and they are working very fast”.
For the primary time, SK Hynix overtook Samsung on quarterly revenue within the fourth quarter, pushed by its lead in HBM gross sales, which it expects to double this 12 months. Samsung’s chip division reported an working revenue of Won2.9tn within the October-December quarter, down 26 per cent from the earlier quarter.
“Samsung has lost its leadership in HBMs and it seems like even in commodity memory they are more exposed to Chinese competition,” mentioned Sanjeev Rana, head of Korea fairness analysis at CLSA.
“Hynix has been more resilient because they have this big portion of revenue from HBM demand which is really good,” he added. “China’s production of commodity memory has been growing and could pick up in the coming months . . . and there are some concerns about that as well.”
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