In contrast, SK Hynix seized the opportunity and aggressively launched HBM chips, which were approved for use in Nvidia architecture, leading to record quarterly operating profit. Analysts suggest that Samsung's ability to recover in the short term is closely linked to Nvidia. If Samsung passes Nvidia's strict qualification process to become an HBM supplier, it could potentially return to growth and compete more effectively with SK Hynix.
Key takeaways:
- Samsung's profit has significantly dropped, with around $126 billion wiped off its market value, due to missing the AI boom and underinvestment in high-bandwidth memory (HBM).
- Nvidia has emerged as the top player in the AI infrastructure space, with its graphics processing units (GPUs) becoming the gold standard for AI training.
- SK Hynix capitalized on the AI boom by aggressively launching HBM chips, which were approved for use in Nvidia's architecture, leading to record quarterly operating profit.
- Samsung's potential comeback is closely linked to Nvidia's approval as a HBM supplier, which could allow it to compete more effectively with SK Hynix.