Samsung Electronics is set to report a 39% drop in Q2 operating profit. The main drag? Delays in shipping advanced memory chips to AI chip leader Nvidia.
The chip supply hiccup has hit Samsung’s bottom line hard. Nvidia’s AI chip demand was expected to boost Samsung’s memory sales. Instead, that shipment lag means less revenue this quarter.
This comes as Nvidia’s AI hardware needs ramp up fast—memory shortages are a big deal.
Samsung’s profit plunge highlights how critical the supply chain is for AI growth.
