Fortune | FORTUNE 2024年10月31日
Samsung’s semiconductor division, lagging behind rivals in AI chips, reports a 40% drop in profit from the previous quarter
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三星电子周四公布了其第三季度财报,显示其营业利润同比飙升277%,达到66亿美元,但由于其在人工智能服务器芯片需求方面举步维艰,未达到预期。尽管营业利润几乎是去年同期的三倍,但仍低于市场预期,比上一季度下降了12%。三星表示,其收入增长了17.35%,达到79.1万亿韩元(572亿美元),创下季度最高纪录。三星电子是韩国巨头三星集团的旗舰子公司,是亚洲第四大经济体中以家族控制的企业集团中最大的一家。半导体是全球经济的命脉,应用于从厨房电器和手机到汽车和武器的方方面面。三星的半导体部门的营业利润为3.86万亿韩元,与上一季度相比大幅下降40%。三星表示,其业绩下降是由于“与上一季度相比,库存估值损失的回转减少,一次性支出,例如激励措施的提供,以及美元疲软导致的汇率影响”。

🤔三星电子第三季度营业利润同比飙升277%,达到66亿美元,但由于其在人工智能服务器芯片需求方面举步维艰,未达到预期。

📉三星电子营业利润尽管几乎是去年同期的三倍,但仍低于市场预期,比上一季度下降了12%。

💰三星电子收入增长了17.35%,达到79.1万亿韩元(572亿美元),创下季度最高纪录。

📉三星的半导体部门的营业利润为3.86万亿韩元,与上一季度相比大幅下降40%,三星表示,其业绩下降是由于“与上一季度相比,库存估值损失的回转减少,一次性支出,例如激励措施的提供,以及美元疲软导致的汇率影响”。

😔三星电子承认公司正面临“危机”,并表示将采取措施克服危机。

📉三星股价自7月份峰值以来已大幅下跌33%,期间该公司市值蒸发了1200多亿美元。

💪三星电子表示将采取措施克服危机,并表示将把目前面临的严峻形势视为复兴的机会。

South Korea’s Samsung Electronics said Thursday that its operating profits soared 277% on-year to $6.6 billion, but missed expectations as it struggled to leverage demand for chips used in artificial intelligence servers.The world’s largest memory chip maker posted an operating profit of 9.18 trillion won ($6.6 billion) “largely due to one-off costs”.It also warned in a statement that “the strength of the Korean won against the U.S. dollar resulted in a negative impact on company-wide operating profit.”Although operating profit nearly tripled compared to a year ago, it fell short of market expectations and was down 12% compared to the previous quarter.Revenue rose 17.35% to 79.1 trillion won ($57.2 billion), its highest quarterly record, Samsung said.The firm is the flagship subsidiary of South Korean giant Samsung Group, by far the biggest of the family-controlled conglomerates that dominate business in Asia’s fourth-largest economy.Semiconductors are the lifeblood of the global economy, used in everything from kitchen appliances and mobile phones to cars and weapons.The company’s semiconductor division reported 3.86 trillion won in operating profit, a 40% sharp decrease compared to last quarter.Samsung said its performance had decreased due to “a reduced reversal of inventory valuation loss compared to the previous quarter, one-off expenses such as the provision of incentives, and currency effects due to a weak dollar”.Rare apologySamsung has been lagging behind South Korean giant SK hynix when it comes to high bandwidth memory (HBM) chips used in AI chipsets, which experts have blamed for the lacklustre results.This month, Samsung management issued a rare, separate apology, acknowledging the company was facing a “crisis”.“Due to results that fell short of market expectations, concerns have arisen about our fundamental technological competitiveness and the future of the company,” said the statement, which was signed by Jun Young-hyun, the vice chairman of the company’s device solutions division.“Our management will take the lead in overcoming the crisis…We will make the serious situation we are currently facing an opportunity for a resurgence.”Samsung shares have dropped sharply 33% since its peak in July and the company has lost over $120 billion of market value during that time.Shares in Samsung rose 0.3% in Seoul on Thursday in early trading.The rare apology came about a week after the tech giant said it intended to reduce staff in some of its operations in Asia, describing the move as “routine workforce adjustments”.Bloomberg reported that the layoffs could affect about 10% of the workforce in those markets.Recommended newsletter Data Sheet: Stay on top of the business of tech with thoughtful analysis on the industry's biggest names. Sign up here.

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