The disappointing results underscore how South Korea's largest company has ceded leadership in the AI market to SK Hynix Inc. in the post-ChatGPT infrastructure boom

Samsung's challenges bringing HBM3e to market have been a boon for rival SK Hynix, which has become Nvidia's primary supplier of the memory. Micron has also managed to seize the moment with its 12-high HBM3e stacks slated for use in Nvidia's upcoming Blackwell Ultra B300 and GB300 accelerators.

Samsung’s operating profit fell 56% in Q2 2025 to 4.6 trillion won ($3.3 billion), missing analyst expectations.

According to the smart estimates, Samsung was expected to post an operating profit of 6.26 trillion won ($4.57 billion) for the quarter.

The latest international SK Hynix Inc news and views from Reuters - one of the world's largest news agencies. ... US may target Samsung, Hynix, TSMC operations in China, sources say.

SK hynix surpasses Samsung Electronics in Q2 profit expectations amid performance decline Samsungs earnings estimates slump as SK hynix predicts record profits in Q2.

Disappointing results underscore how the firm has ceded leadership in the AI market to SK Hynix. Read more at straitstimes.com. Read more at straitstimes.com.