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 Samsung Electronics has faced challenges in closing the gap with SK Hynix in the high-bandwidth memory (HBM) market, crucial for AI accelerators. Historically dominant in memory chips, Samsung has recently lagged behind SK Hynix in developing advanced HBM technologies.


SK Hynix's proactive investment in HBM technology has enabled it to secure significant partnerships, notably with Nvidia, a leader in AI hardware. This collaboration has allowed SK Hynix to capture a substantial share of the AI memory market. In contrast, Samsung's HBM products have faced delays in meeting Nvidia's stringent quality standards, hindering its competitiveness. 


The financial implications for Samsung are notable. In the third quarter of 2024, Samsung reported an operating profit of 9.18 trillion won ($6.65 billion), a 12% decline from the previous quarter. This downturn is partly attributed to delays in supplying AI chips to Nvidia. 


In response, Samsung has initiated strategic changes, including a significant management reshuffle in its chip division. The company appointed Jun Young-hyun as co-CEO and head of the memory chip business, aiming to revitalize its competitiveness in the AI chip market. 


Additionally, Samsung is exploring collaborations with industry leaders like TSMC to enhance its HBM capabilities and regain market share. 


Despite these efforts, Samsung's share price has declined by nearly 30% over the past six months, reflecting investor concerns about its position in the AI memory market. 


In summary, while Samsung remains a key player in the memory chip industry, it currently trails SK Hynix in the advanced HBM sector essential for AI accelerators. The company is actively implementing strategic initiatives to address these challenges and enhance its competitiveness in this critical market segment.




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