Samsung Electronics Q3 foydasi rekord darajaga yetdi, lekin kutilganidan biroz past bo‘ldi; AI xotira bum asosiy drayver bo‘lib qolmoqda, biroq yuqori aksiya narxlari va tsiklga oid xavotirlar hamon mavjud
Samsung Electronics payshanba kuni e’lon qilgan birlamchi ma’lumotlarga ko‘ra, sentyabrgacha bo‘lgan uchinchi chorakda operatsion daromad taxminan 107.4 trillion koreys voniga (taxminan 80.1 billions dollar) yetdi, bu o‘tgan yilning shu davriga nisbatan sakkiz martadan ko‘proq va rekord natijaga erishdi. Bu asosan yuqori bandwidth xotira (HBM)ga bo‘lgan talab ortishi sababli yuzaga kelgan.
Venturaqli ravishda, Samsung Electronics payshanba kuni e’lon qilgan dastlabki ma’lumotlarga ko‘ra, sentyabrda yakunlangan uchinchi chorak biznes daromadi taxminan 107.4 trillion von (taxminan 80.1 milliard dollar)ni tashkil etib, o‘tgan yilning shu davriga nisbatan sakkiz baravardan ko‘p bo‘lib rekord yangiladi, asosan yuqori tarmoqli xotira (HBM) ga bo‘lgan talab oshgani sababli. Biroq, bu natijalar hali ham tahlilchilarning o‘rtacha kutilgan 108.7 trillion vondan qariyb 1% kam. Mazkur chorakda daromad 195 trillion vonni tashkil etib, o‘tgan yilning shu davriga nisbatan deyarli 127%ga o‘sdi, biroq kutilganidan past bo‘ldi. Mikrosxemalar va aqlli telefonlar sohasi bo‘yicha ko‘p tarmoqli Koreya kompaniyasi sifatida, Samsung ehtiyot qismlar narxlari oshishi sababli maishiy elektronika yo‘nalishida foyda marjasining torayishi bosimi ostida qolmoqda.
Counterpoint tadqiqotlari vitse-prezidenti Neil Shah shunday dedi: “Bu raqamlar juda barqaror. Samsung HBM sohasida kelasi yili ham ishlatiladigan ko‘plab imkoniyatlarga ega, chunki to‘liq ta’sir hali to‘liq namoyon bo‘lmagan.”
Rekord darajadagi foyda va yuqori kutilmalar saqlanar ekan, ushbu holat AI bo‘yicha hayajon xotira chiplar sanoatining iqtisodiy samaradorligini Samsung, SK Hynix va Micron Technology tomon siljitib yuborganini ko‘rsatmoqda. Ma’lumotlar markazi ishlab chiquvchilari AI serverlari uchun xotira chiplarini yoppasiga zaxiralashga harakat qilmoqda. Counterpoint Research uchinchi chorakdagi DRAM narxlarining ketma-ket o‘sish prognozini 5-10%dan 10-20%gacha oshirib berdi, mijozlar oldindan buyurtma bermoqda va yetkazib beruvchilarning narxlarni belgilash kuchi oshmoqda.
Ushbu yuqori o‘sish sur’ati Samsung yarimo‘tkazgich biznesini o‘zgartirdi. Bir necha yil avval bu soha talab kamligi tufayli zarar bilan ishlagan edi; hozir esa AI infrastrukturasini qurish katta miqdorda ilg‘or DRAM’ni so‘rib olmoqda va Samsung HBM yo‘nalishida SK Hynix bilan oradagi farqni qisqartirmoqda. HBM AI tezlatkichlari — masalan, NVIDIA — bilan birga ishlatiladigan asosiy chipdir. Koreya savdo ma’lumotlari ham sentyabr oyida yarimo‘tkazgichlar eksporti o‘tgan yilga nisbatan ikki baravar oshganini ko‘rsatdi.
Analitiklarning o‘rtacha prognozlariga ko‘ra, Samsung chip bo‘limi 110 trillion von daromad oladi, shu vaqtning o‘zida iste’mol elektronikasi bo‘limi zarar ko‘radi. Suvon shahridagi bosh ofisiga ega Samsung to‘liq moliyaviy hisobotini 29-oktyabrda e’lon qiladi. Kompaniya iyul oyida rekord natijalarni oldindan e’lon qilgan bo‘lsa-da, aksiyadorlik ulushi iyun oyi eng yuqori darajasidan taxminan 25% past turibdi, bu esa investorlar chiplar sohasidagi turli bosqichlardan (o‘sish — pasayish) xavotirda qolayotganini ko‘rsatadi. Hozirda Samsung va SK Hynix ikkalasi ham ishlab chiqarish hajmini oshirmoqda va AI sohasidagi kompaniyalarga sarmoya kiritish orqali o‘z mahsulotlariga talabni oshirishga harakat qilmoqda.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
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Oltin va kumushni arzon narxda sotib olishning asosiy shartlari 261008
SK Hynix Solidigm’ni AQSHga IPO uchun ajratadi: Goldman Sachs va Morgan Stanley yetakchi underwriter, 10 billions dollar AI storagega yo'naltirilgan mablag' yig'ish
SK Hynix o'zining NAND flesh xotira sho'ba kompaniyasi Solidigm uchun AQShda IPO o'tkazish uchun underwriterlar tarkibini aniqladi, va asosiy yetakchilar sifatida Goldman Sachs hamda Morgan Stanley tanlandi, yig'iladigan mablag' taxminan 10 billion dollarga teng. Bu, SK Hynix Intelning NAND va SSD biznesini sotib olib Solidigmni tashkil etganidan beri, ushbu aktiv uchun ilk bor mustaqil kapital operatsiyasi yo'lini aniqlab bermoqda.
Yangilangan versiya 1 - Firmus 50 billions dollar IPO rejasini o‘zgartirishni ko‘rib chiqayotgani haqida xabarlar bor, Avstraliyaning Maas Group aksiyalari 30% ga pasaydi.
Reuters 8 October – On Thursday, reports emerged that the AI company Firmus backed by NVIDIA (NVDA.O) is considering adjusting the terms of its widely anticipated $5 billion IPO, causing Maas Group (MGH.AX) shares in Australia to plunge by up to 30%. The price dropped to 4.47 AUD, marking the biggest daily loss and the lowest point since May 6, evaporating approximately 694 million AUD (483.37 million USD) in market value for the construction services company. Here are additional details: Maas holds a 3.2% stake in the data center operator; earlier in August, it pledged an extra investment of 300 million AUD through common and preferred shares priced at 230 AUD per share. In a statement to the exchange, Maas noted that speculation over whether the IPO will proceed as planned has put pressure on market sentiment, and added that it has no undisclosed information explaining the current trading situation. Firmus lists OpenAI as an anchor client and is preparing the second-largest IPO in Australian history. Earlier this week, reports indicated the company may reduce its offering price from 11 AUD per share. If this IPO succeeds, it will be the largest in Australia in almost thirty years, second only to the Telstra IPO in 1997 (TLS.AX), which was approximately $10 billion. Before Thursday’s sharp drop, Maas Group shares had climbed about 44% in the past 12 months, as investors valued its connection to AI-driven data center construction. Firmus has not responded immediately to Reuters’ request for comment. (1 USD = 1.4358 AUD) For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. Since automated translation may contain errors or lack context, Reuters does not guarantee the accuracy of automated translation and provides it only for readers' convenience. Reuters bears no responsibility for any loss or damage arising from the use of automated translation.
SK Hynix (SKHY.US) ning flash xotira bo‘limi Goldman Sachs va Morgan Stanley boshchiligida 2027 yilda AQSh IPOga chiqish uchun tayyorlanmoqda.
Ma’lumotlarga ko‘ra, SK Hynix (SKHY.US) kompaniyasining flash xotira bo‘limi Solidigm kelgusi yilda AQShda IPO o‘tkazishni rejalashtirmoqda va bosh bank sifatida Goldman Sachs hamda Morgan Stanley tanlandi.
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