Samsung Electronics: Strategic Crossroads in Semiconductors
商品編號：W44542
出版日期：2025/08/07
再版日期：
商品來源：
商品主題：General Management/Strategy
商品類型：Case (Pub Mat)
涵蓋議題：semiconductor;Samsung;SK Hynix;semiconductor crisis;high-tech strategy;foundry market;HBM technology;generative AI;strategic decision-making;semiconductor competition;logic foundry;DRAM market;NAND flash;Qualcomm;TSMC;Nvidia;market disruption;business model strategy;leadership in tech;technology strategy
難易度：4 - Undergraduate/MBA
內容長度：26 頁
地域：South Korea
產業：Manufacturing
事件年度：2024
Samsung Electronics Co. Ltd. (SEC), a once-dominant high-tech giant renowned for its stronghold in commodity memory chips, found itself grappling with a profound crisis. As of November 2024, strategic challenges confronted SEC’s semiconductor business, overseen by the Device Solutions (DS) division. Despite reporting its highest quarterly revenues in two years, SEC struggled to maintain competitiveness in critical business areas such as high bandwidth memory (HBM) technology and logic foundry. SEC’s historical dominance in dynamic random-access memory (DRAM) and NAND memory markets was undermined by its delayed entry into the fast-growing HBM market, crucial for artificial intelligence (AI) applications. Domestic rival SK Hynix Inc. gained a competitive edge by securing major deals with Nvidia Corporation and leading the HBM market, with significantly better production yields. Further, Samsung Foundry, SEC’s foundry division, experienced a decline in market share, driven in part by its loss of major clients such as Qualcomm Incorporated to Taiwan Semiconductor Manufacturing Company (TSMC). Ongoing operating losses and strategic uncertainties raised questions about whether SEC should scale back, spin off, or exit the foundry business altogether.
教學手冊：Samsung Electronics: Strategic Crossroads in Semiconductors - Teaching Note
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