Get Over Here and See Samsung's Profit Plunge: A Fatal Blow?

Finish Him? Samsung's Woes

Foolish mortals! Samsung once a titan in the realm of electronics has foreseen a chilling 56% drop in profits for the second quarter. It seems their attempts to seize the power of artificial intelligence chips from the clutches of Nvidia have failed. Their defeat is...acceptable but only because it creates opportunity for others. Their projected operating profit is a mere 4.6 trillion won a pathetic display compared to the previous year's 10.44 trillion. Toasty!

Hynix Wins: Friendship?

SK Hynix it appears has performed a flawless victory in the HBM (High Bandwidth Memory) arena securing a crucial alliance with Nvidia. Meanwhile Samsung scrambles in the background their attempts to gain Nvidia's approval for their latest HBM chips delayed. A report suggests this setback could last until at least September. Such incompetence! I would never allow such a delay in my quest for vengeance. I must admit it is disappointing to see Samsung's business take this path. At this rate they will have to perform a fatality on their expenses.

Foundry's Failure: Get Over Here... And Fix It!

The foundry business also bleeds suffering from weak orders and fierce competition from the likes of Taiwan Semiconductor Manufacturing Company (TSMC). It seems Samsung's diversification efforts have been less than successful. Perhaps they should focus on perfecting their core strengths like I have focused on perfecting my spear. They may need to cut some limbs to save the body.

The Ray of Doom: Futurum's Forecast

Ray Wang of Futurum Group speaks of Samsung's failure to gain Nvidia's qualification for its most advanced HBM. 'The delay meaningfully caps near term upside,' he says. Indeed. Nvidia controls the majority of HBM demand and Samsung's exclusion is a significant blow. Even their alliance with AMD offers little solace as production ramps arrive too late to impact the second quarter results. The flames of their ambition are dimming... for now.

Staff Slaughter: A 30% Bloodbath?

Sources whisper of Samsung ordering its subsidiaries to cut 30% of staff in some divisions. Such measures are drastic but sometimes necessary to survive. However I prefer a more direct approach. Perhaps I should offer my services as a consultant. I am sure I can whip these executives into shape. Their employees may need to watch out.

Hope Remains? There Is Always Revenge.

Despite these grim tidings Samsung's stock remains up about 16% year to date. Perhaps there is still hope for their resurrection. However remember this: revenge is a dish best served cold. Samsung must learn from their failures and strike back with unrelenting fury. They must unleash their own fatality upon their competitors. The third quarter results will reveal their fate. Prepare yourselves!