Samsung Lags Behind in AI Storage Amid Chip Delay and Market Value Decline

**Samsung Misses the AI Opportunity**

SMM reported on November 1 that Samsung Electronics has acknowledged delays in its latest generation of HBM chips. The company's preliminary quarterly results were disappointing, prompting its semiconductor business head to publicly apologize. Outside observers are concerned that Samsung is gradually losing its market advantage in AI storage, lacking competitiveness compared to SK Hynix, and failing to compete with TSMC in outsourcing chip manufacturing. Since reaching a peak on July 9, Samsung's share price has fallen by 32%, resulting in a market value loss of $122 billion. Ahead of Samsung's upcoming teleconference on Thursday, investors are becoming increasingly cautious about the detailed discussion of its third-quarter results.