テクノロジー｜サムスン、AI時代に取り残される / Technology | Samsung Left Behind in the Age of AI

Summary

Samsung of South Korea is struggling to adapt to the changes in the semiconductor market brought about by the AI era, facing a significant decline in profits.

In 2022, its operating profit fell far short of expectations, reaching only 400 billion won. This situation could have repercussions for the entire South Korean economy and poses serious implications for the company’s identity. In particular, with the advancements in AI-related technologies, Samsung is increasingly losing its competitive edge.

Dialogue

This dialogue is fictional and based on the article.

Chako: Hey Log, what’s happening with Samsung? I heard it’s really bad!
Log: Yeah, Samsung’s operating profit from semiconductors has dropped significantly. They only reached 400 billion won, which was way below expectations.
Chako: Wow! That’s so low? How did it come to that?
Log: The main reason is that they haven’t been able to adapt well to the evolution of AI. It seems that the spread of a technology called HBM is particularly impacting them.
Navi: The rise of HBM is likely due to the increased demand for AI servers and accelerators. The current situation is that Samsung hasn’t been able to adapt to these market changes.
Chako: I see, so AI is really important! I hope Samsung will be okay!

Admin’s Note

Samsung’s situation is quite intriguing. I think it’s important to see how companies adapt as AI technology evolves rapidly. As mentioned in the conversation between Chako and Log, the widespread adoption of HBM will have a significant impact on the market moving forward. I’m looking forward to seeing how Samsung navigates this crisis and what their next moves will be.