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Samsung Announces Early Year-End Reshuffle Amid Financial Struggles 📉🔧 Personnel Reshuffle: Samsung Electronics is moving its year-end executive reshuffle forward to November 27, earlier than the usual December timing. The Device Solutions (DS) Division, overseeing semiconductors and device solutions, is most affected by this move. Reason for Changes: The reshuffle follows underperformance in the DS Division, driven by financial struggles and market challenges. Samsung is expected to carry out a significant organizational overhaul to address these issues. Chairman’s Remarks: During a court hearing on November 25, Samsung Chairman Lee Jae-yongacknowledged the company’s current difficulties, stating that Samsung is facing tougher times than ever. However, he expressed confidence that the company would overcome these challenges. Financial and Market Challenges 📉💼 Q3 Profit Warning: Samsung issued an apology to investors in October after predicting Q3 net profits would fall below expectations. Production Delays: Delays in AI chip production for a major client (likely NVIDIA) and increased competition from Chinese chipmakers have squeezed margins. Delayed Chip Sales: Sales of HBM3E chips, crucial for high-end clients, were delayed, impacting Q3 performance. Recovery Signs: Despite setbacks, Samsung's Memory Division began production of 8-layer and 12-layer stacked HBM3E chips and is on track for sales growth in Q4. Conclusion 💡 Samsung is navigating a challenging period with a reshuffle aimed at revitalizing its performance, especially in the semiconductor sector. While market challenges persist, the company remains focused on its recovery, particularly with key clients like NVIDIA in its sights. #Samsung #ExecutiveReshuffle #Semiconductors #FinancialStruggles #HBM3E #AIchips #NVIDIA #MarketChallenges #TechIndustry #Trendforce https://lnkd.in/d2jrvpxT

Only put off until tomorrow what you are willing to die having left undone Why Are Intel (INTC) Shares Soaring Today In a surprising turn of events, Intel Corporation (INTC) shares have skyrocketed today, leaving investors thrilled and wondering what's behind this sudden surge. With an inspirational tone and a CTA to act to avoid the Fear of Missing Out (FOMO), now is the time to pay attention to this remarkable development. Don't miss out on the opportunity to grow your Health Savings Account (HSA) by strategically investing in the healthcare sector. Summary: Intel (INTC) shares are experiencing a significant surge in value, creating an exciting buzz among investors. The soaring stock price presents a unique chance for HSA investors to capitalize on this momentum and maximize their returns. Hashtags: #hsa #investing #healthcare #health #family #wellness Emojis: 🔥💸📈🚀🔝 (Note: As an AI language model, I cannot provide real-time updates on specific stocks or investment advice. It is always recommended to do thorough research or consult with a financial advisor before making any investment decisions.)

Navigating Uncertain Waters: Samsung’s Struggles in the Semiconductor Landscape 🌧️🔍 Samsung’s recent Q3 2024 financial results present a paradox of achievement and adversity. While the company reported a 17.35% year-on-year revenue growth, totaling KRW 79.1 trillion, the semiconductor division is grappling with a 40% profit decline compared to the previous quarter—a stark reminder of the volatile market dynamics. A Dismal Reality in the Chip Market 📉⚠️ In the DS Division, Q3 sales reached KRW 29.27 trillion, with operating profit plummeting to KRW 3.86 trillion, falling short of the projected KRW 4.2 trillion. Despite AI's potential as a growth driver, Samsung has failed to capitalize on this trend. Its difficulties in supplying #HBM chips to #NVIDIA have allowed rivals like #SKHynix and #Micron to capture significant market share, intensifying the competitive landscape. A Gloomy Outlook: Strategic Hurdles Ahead 🌪️🔒 Looking forward, Samsung's ambitious plans to ramp up HBM sales may face headwinds. The company is striving to bolster its #NAND offerings with 8th-generation (#V8) #PCIe #Gen5 products and aims for mass production of a #64TB product for the quad-level cell (#QLC) market. However, as we approach 2025, the anticipated robust investments in #AI #data #centers might not be sufficient to offset the challenges faced by the #semiconductor giant. The road ahead is fraught with difficulties. Samsung's struggles to expand production capacity for advanced wafer foundry processes are becoming increasingly apparent. As noted by #TrendForce, the company's reputation as a reliable partner for cutting-edge nodes remains precarious. This uncertainty risks alienating top IC design houses and could lead to significant delays in capacity expansion. Conclusion: The Need for a #Strategic #Overhaul ⚠️🔄 As Samsung navigates these turbulent times, the future of its #semiconductor #division appears increasingly precarious. Without a decisive strategic overhaul, the company risks losing its foothold in a rapidly evolving market, potentially compromising its long-term viability. The challenges ahead are daunting, and Samsung must urgently reevaluate its approach to reclaim its position in the competitive semiconductor landscape. The outlook is bleak, but proactive measures could still illuminate a path forward. #Samsung #Semiconductors #AI #MarketChallenges #Innovation #HBM #NAND #DataCenters #Electronics #BusinessStrategy #FutureUncertain https://lnkd.in/dFsxcRri

What’s NEXT for Intel’s NEX? 🤔Not That Much, Actually! Intel Corporation’s Network and Edge (NEX) business unit isn’t grabbing headlines, but at TÉRAL RESEARCH, we’re paying close attention. Why? Because NEX houses all of Intel’s RAN, vRAN, open RAN, and open vRAN products—the technologies we track quarterly. Here’s the reality: NEX is shrinking, now accounting for just 11% of Intel’s total product revenue in 2Q24. During Intel’s earnings call on August 1, CEO Pat Gelsinger mentioned NEX only three times, with vague references to stability, inventory issues, and potential growth in 2025 and beyond.   The real concern? Intel isn’t seeing a recovery in the telco space, despite its largest client, Ericsson, beginning to ship open RAN products to AT&T. Want to know more about what’s really happening with Intel’s NEX and what it means for the future of RAN? Our latest perspective dives deep into the numbers and implications.  📖 Get the latest Stéphane Téral’s Perspective here: https://lnkd.in/g275KVnE #Telecom #openran #vRAN #openvran #intel #telco

Samsung Electronics reported a significant increase in net profit for the third quarter, driven by robust overall performance despite challenges in the semiconductor sector. From July to September, net profit reached 10.1 trillion won ($7.3 billion), a 72.8% increase year-over-year. Operating profit surged 277.4% to 9.18 trillion won, while revenue grew 17.3% to 79.09 trillion won. However, operating profit fell short of market expectations, underperforming by 10.8%. The chip division posted an operating profit of 3.86 trillion won, recovering from a loss of 2.18 trillion won a year earlier, but down from the previous quarter's profit of 6.45 trillion won. This decline was largely attributed to struggles in the company's artificial intelligence chip segment, impacting the overall performance of its semiconductor division. #Semiconductors #SouthKorea https://lnkd.in/gFMP_jRT

Welcome to the final episode of our series on the semiconductor industry's stock market landscape. I am Samad Razzaq, a senior consultant by Capgemini Engineering, working on NXE and EXE systems at ZEISS Semiconductor Manufacturing Technology to control contamination. Let's dive into the financials and competitive moats of Intel Corporation, Qualcomm, and other industry giants. *****Series 3/3***** **Investing in Semiconductor Stocks: Intel Corporation, Qualcomm, and Broadcom** ===> Intel Corporation: The Legacy Titan Intel (Nasdaq: INTC) has been a dominant force in the semiconductor industry for decades. Despite recent challenges, it remains a key player with significant market influence. Here's a look at Intel's financial metrics: @ Q1 2024 Revenue: $18.4 billion, down 5% year-over-year @ Market Cap: Approximately $230 billion @ Stock Growth: -10% over the past five years ==> Qualcomm: Driving Mobile Innovation Qualcomm (Nasdaq: QCOM) is a leader in wireless technology and mobile processors, powering a significant portion of the world's smartphones. Key financials include: @ Q1 2024 Revenue: $9.6 billion, up 8% year-over-year @ Market Cap: Around $140 billion @ Stock Growth: 100% over the past five years ==>Broadcom: The Connectivity Expert Broadcom (Nasdaq: AVGO) specializes in semiconductors for wired and wireless communications. Financial highlights include: @ Q1 2024 Revenue: $8.9 billion, up 12% year-over-year @ Market Cap: Approximately $300 billion Stock Growth: 150% over the past five years #Semiconductors #Investing #StockMarket #Intel #Qualcomm #Broadcom #Nvidia #TechGrowth #MarketTrends #FinancialPerformance #Innovation #MOAT

(Bloomberg) -- Intel Corp. is considering options for its stake in its struggling automated driving systems provider Mobileye Global Inc. as part of a major ... https://lnkd.in/guvpZQ7N Mobileye is temporarily impacted by turbulence in the automotive market. Other companies such as Texas Instruments, STMicroelectronics, NXP Semiconductors, Renesas Electronics are impacted as well Intel Corporation is probably selling the stakes because it needs the cash to spend. Shareholders should keep an eye on the foundry-wet-dreams induced burn rate. At this rate, Intel may in fact eventually break up, but investors may not capture any upside from getting rid of the foundry

The global semiconductor market grew 8.4% in 4Q 2023 from 3Q 2023, according to WSTS. The 8.4% gain was the highest quarter-to-quarter growth since 9.1% in 2Q 2021. This was also the highest 3Q to 4Q increase in 20 years, since an 11% rise in 4Q 2003. 4Q 2023 was up 11.6% from a year ago, following five quarters of negative year-to-year change. The robust 4Q 2023 gain was primarily driven by memory. The major memory companies all reported healthy revenue growth in 4Q 2023 from 3Q 2023. In U.S. dollars, Samsung’s memory business was up 49%, SK Hynix was up 24.1%, and Micron Technology was up 17.9%. The weighted-average revenue growth in U.S. dollars of these three businesses was 33%. The weighted-average revenue growth of the twelve largest non-memory companies was 4% in 4Q 2023 from 3Q 2023. The highest increases of the non-memory companies were 17.7% from MediaTek, 14.2% from Qualcomm, and 10.4% from Nvidia. Seven of these non-memory companies had decreased 4Q 2023 revenue, with the largest declines being 10.2% from Infineon Technologies, 10.0% from Texas Instruments, and 8.0% from Analog Devices. The outlook for 1Q 2024 revenue change from 4Q 2023 is mostly negative, except for the memory companies. Micron expects 12.1% growth. Samsung and SK Hynix did not provide specific guidance, but both indicated continuing strong memory demand. The nine non-memory companies providing revenue guidance projected 1Q 2024 declines ranging from 2.8% from Infineon to 17.6% from Intel. The expected decreases were blamed on seasonality, excess inventories, and weakness in the industrial sector. What does this mean for the 2024 semiconductor market? See more on my website at www.sc-iq.com

📈South Korean technology giant Samsung Electronics released its Q2 financial report on Wednesday, showing a significant increase in operating profit during the reporting period, reaching 10.44 trillion won (about US$7.5 billion), a 15-fold increase from the same period last year... 📈According to foreign media reports, thanks to the strong recovery of the chip business, Samsung Electronics achieved the fastest net profit growth in nearly 14 years in Q2. 📈According to the financial report, Samsung Electronics' total revenue in Q2 was 74.07 trillion won (about US$53.45 billion), a year-on-year increase of 23.4%, higher than the average analyst expectation of 73.74 trillion won (about US$51.6 billion). Q2 operating profit was 10.44 trillion won (about US$7.5 billion), a year-on-year increase of 1458%, higher than the average analyst expectation of 9.53 trillion won (about US$6.89 billion). 📈The better-than-market-expected performance can be attributed to the rebound in semiconductor prices driven by the artificial intelligence boom, which in turn boosted the world's largest memory chip maker's earnings in June. In addition, earnings of smartphone and TV manufacturers rebounded from lows a year ago. 📈"As major cloud service providers and enterprises expand their investments in AI, AI servers are expected to account for a larger share of the (memory) market in the second half of 2024." Samsung Electronics expects strong demand for AI-driven chips in the second half of this year, driven by the AI boom. 📈In terms of R&D investment, Samsung Electronics invested 8.05 trillion won in R&D in Q2. Equipment investment also reached 12.1 trillion won, including 9.9 trillion won in the semiconductor field. 📈Samsung said that Q2 operating profit was the highest value of Samsung's operating profit since the pandemic in Q3 2022, and the chip department also became the main performance of the technology giant again during the reporting period. 📈Q2 chip business sales were 28.6 trillion won and operating profit was 6.45 trillion won. This is the first time that Samsung Electronics' flagship business department has achieved quarterly operating profit after five consecutive quarters of losses since Q1 2023. 📈Explosive demand for high-end DRAM chips such as high-bandwidth memory (HBM) chips used in AI chipsets and chips used in data center servers and devices running AI services has driven up chip prices. Samsung Electronics' HBM revenue is reportedly up about 50% from the previous quarter. #integratedcircuit #EMS #SMT #AI #5G #Semiconductor #Infineon #NXP #MICROCHIP #ADI #TexasInstruments #Xilinx #Renesas #ONSEMI #STMicroelectronics #Intel #Samsung #Qualcomm #Broadcom #Nvdia #AMD #Apple #Electroniccomponents #Electronics #Qorvo #Micron #MediaTek #GlobalFoundries #UMC #Kioxia #SMIC #NVIDIA #SKhynix #Altera #BOSCH #Tesla #Mayhwa

https://lnkd.in/dCsJK_DE 🚀 Exciting News in Tech! 🌐💽 The Global Hard Disk Market is on a trajectory towards unprecedented growth! 📈 Valued at US$ 55.5 Bn. in 2022, it's projected to soar to US$ 79.22 Bn. by 2029, boasting a remarkable CAGR of 5.2% during the forecast period. Request Free Sample Report:- https://lnkd.in/deVzJhEM 💡 What does this mean for the tech world? Innovation, opportunity, and advancement are at our fingertips! From data storage solutions to cutting-edge technology developments, the possibilities are endless. Hard disk Market Key Players are: 1. Western Digital 2. Seagate Technology 3. Toshiba 4. Sony 5. Transcend Information, Inc.. 6. Samsung Electronics 7. ADATA Technology Co., Ltd. 8. Hewlett Packard Enterprise 9. Apple 10. Quantum. 🔍 Dive deeper into this transformative trend and uncover how it's reshaping industries worldwide. Are you ready to ride the wave of the future? #TechTrends #GlobalMarket #HardDisk #Innovation #DataStorage #FutureTech #TechIndustry #MarketForecast #Opportunity #TransformativeTech #StayAhead #LinkedIn #Networking #TechCommunity