\nAc\u0163iunile Samsung Electronics au reu\u015fit mar\u0163i o u\u015foar\u0103 cre\u015ftere de 0,3%, dup\u0103 ce cu o zi \u00eenainte urcaser\u0103 vertiginos cu aproape 7% \u00een urma unui anun\u0163 spectaculos: gigantul sud-coreean a \u00eencheiat un acord de 16,5 miliarde de dolari pentru a furniza cipuri destinate inteligen\u0163ei artificiale companiei Tesla, informeaz\u0103 Reuters.<\/p>\n
\nDe\u015fi afacerea reprezint\u0103 o gur\u0103 de oxigen pentru divizia neprofitabil\u0103 de produc\u0163ie la comand\u0103 a Samsung, anali\u015ftii avertizeaz\u0103 c\u0103 firma trebuie s\u0103 dep\u0103\u015feasc\u0103 obstacole semnificative pentru a atrage al\u0163i clien\u0163i importan\u0163i, at\u00e2t \u00een domeniul cipurilor logice, c\u00e2t \u015fi \u00een cel al memoriilor. \u00cen aceste sectoare, Samsung r\u0103m\u00e2ne \u00een urma competitorilor TSMC \u015fi SK Hynix.<\/p>\n
\n\u201eAcest contract aduce un suflu nou \u00eentr-un moment critic \u015fi ar putea marca \u00eenceputul unei schimb\u0103ri de direc\u0163ie pentru Samsung. Totu\u015fi, succesul pe termen lung va depinde de redresarea semnificativ\u0103 a diviziei de memorii\u201d, a declarat Ben Barringer, analist global \u00een tehnologie la Quilter Cheviot.<\/p>\n
\nSamsung, lider mondial pe pia\u0163a cipurilor de memorie, a \u00eent\u00e2mpinat dificult\u0103\u0163i majore \u00een livrarea celor mai noi cipuri HBM (high-bandwidth memory) c\u0103tre un client esen\u0163ial din SUA \u2013 Nvidia. \u00cent\u00e2rzierile au afectat negativ profiturile \u015fi au tras \u00een jos performan\u0163a ac\u0163iunilor.<\/p>\n
\n\u00cen zona de \u201efoundry\u201d \u2013 adic\u0103 produc\u0163ia de cipuri logice proiectate de al\u0163i clien\u0163i \u2013 Samsung este \u00eenc\u0103 departe de liderul pie\u0163ei, TSMC.<\/p>\n
\n\u201eFaptul c\u0103 a prins acest contract nu garanteaz\u0103 c\u0103 va atrage \u015fi al\u0163i clien\u0163i mari. Totul va depinde de modul \u00een care livreaz\u0103 rezultatele\u201d, a subliniat Barringer.<\/p>\n
\nChiar dac\u0103 ac\u0163iunile Samsung au \u00eencheiat mar\u0163i \u00een cre\u015ftere modest\u0103, ele au avut o evolu\u0163ie volatil\u0103: sc\u0103zuser\u0103 cu peste 2% \u00een prima parte a sesiunii, reflect\u00e2nd incertitudinile pie\u0163ei, dup\u0103 entuziasmul ini\u0163ial generat de parteneriatul cu Tesla.<\/p>\n","protected":false},"excerpt":{"rendered":"
Ac\u0163iunile Samsung Electronics au reu\u015fit mar\u0163i o u\u015foar\u0103 cre\u015ftere de 0,3%, dup\u0103 ce cu o zi \u00eenainte urcaser\u0103 vertiginos cu aproape 7% \u00een urma unui anun\u0163 spectaculos: gigantul sud-coreean a \u00eencheiat un acord de 16,5 miliarde de dolari pentru a furniza cipuri destinate inteligen\u0163ei artificiale companiei Tesla, informeaz\u0103 Reuters. De\u015fi afacerea reprezint\u0103 o gur\u0103 de […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[457,7172,81,15146,13906,4126,246,15630,12914,474,14909,161,294,13244,9459,464],"class_list":["post-238887","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-acord","tag-actiuni","tag-afaceri","tag-avertizare","tag-cipuri","tag-clienti","tag-crestere","tag-gheata","tag-incertitudine","tag-industrie","tag-livrare","tag-miliarde","tag-samsung","tag-spargere","tag-tesla","tag-viitor"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238887","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=238887"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238887\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=238887"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=238887"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=238887"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}