Samsung electronic post 129.85 % Q4 operating profit increase increases

Samsung Electronics said on Friday that its operating profit soared by 129.85 % in the fourth quarter of 2024, but due to its efforts to meet the needs of chips used in artificial intelligence servers, it declined from the previous quarter.

The company is the flagship company of South Korean giant Samsung Group. So far, the largest family control group has occupied the leading position of Asia’s fourth largest economy.

Samsung’s chips “face crisis”?

The announcement was after the world’s largest memory chip manufacturer acknowledged that it was facing the “crisis” in October, and had a problem with its “basic technical competitiveness and the future of the company”.

Samsung said in a regulatory document that the operating profit from October to December was 65 trillion won ($ 4.5 billion), which was higher than 2.82 trillion won a year ago.

Sales increased by 11.8 % to 75.78 trillion won, while the net income of 77.5 trillion won increased by 22.2 % over the same period last year.

According to the data of YONHAP News, the net profit surpassed market expectations, and the agency cited its own financial data company.

Samsung Q4 number

However, the company’s operating profit in the fourth quarter was lower than the operating profit of the previous quarter, and the profit was 9.18 trillion won.

Samsung said on Friday that this is due to “the soft market conditions of IT products, and the increase in expenditure including research and development.”

It said: “In the first quarter of 2025 … Due to the weakness of the semiconductor business, the total income may be limited.”

The semiconductor of the US technology giant NVIDIA provides power for the AI ​​industry. STV’s Korean competitor SK Hynix has always been used as the main supplier of its high -channel memory (HBM) chip for its artificial intelligence graphics processing unit (GPU).

Samsung is deemed to meet the requirements of Nvidia.

Expert view

Moody’s Vice President and Senior Credit Officer Gloria Tsuen told AFP that its technical leadership “has been eroded in the past few years.”

She added: “The rapid growth of AI chips has also increased the technical difficulties to develop new custom chips for customers in a timely manner.”

Counterpoint Research’s Neil Shah said that the company’s “conservatives” adopt the cost of paying attention to the needs of more challenging customer needs, which is “key factor in the wind.”

He said: “Samsung uses HBM’s SK Hynix in the AI ​​server to lose the first wave of semiconductor AI prosperity cycle. Now DRAM in AI smartphones and PCs challenge Micron’s challenge, especially in its own latest Galaxy S25 series. “Flagship Store” “

However, Bloomberg reported on Friday that Samsung has been approved to provide NVIDIA with the “version of the Fifth Generation High Bridge Bone -Width Memory Chip” and on the grounds that they are familiar with the matter.

The blessing of camouflage?

Chinese startup Deepseek has recently released R1 chat robots. The robot obviously shows that it can match the capacity of the American company’s AI makers, while American companies have rarely made.

The Chinese startup said it uses less evolved H800 chips (allows exports to be exported to the end of 2023) to provide motivation for its large -scale learning model.

The news hit a technology company on Monday. NVIDIA closed nearly 17 %, and it eliminated nearly $ 600 billion from the market value. This was a record of a record of a record of a public trading company.

Seeing the technology rebound on Tuesday, NVIDIA soared by 8.8 %, but the arrival of Deepseek still raised the question of whether the huge amount of money invested in AI over the past few years is too high.

“Although Samsung is facing the basic technology of Samsung, Deepseek’s proposition challenges basic economics and investment in the ongoing wave of AI.”

He said: “Over the years, this” frugal innovation ‘may slow or extend the investment of tens of billions of dollars in AI infrastructure investment. “

He added: “Therefore, for Samsung, this may be the ‘blessing of’ camouflage ‘, allowing them to spend time to improve the solution or reduce costs.”

Samsung’s stock fell 2.42 % in early trade in Seoul.

Disclaimer: This story is published from the supply of the wire proxy, and the text is not modified.