Ku ya 6 Gicurasi 2026, Samsung Electronics yo muri Koreya y'Epfo yabonye imigabane yayo izamukaho ibirenze 15% mu munsi umwe, agaciro kayo ku isoko karenze triliyoni imwe y'amadolari, bituma iba ikigo cya kabiri cyo muri Aziya cyinjiye muri "Trillion-Dollar Club" nyuma ya TSMC. Iki gikorwa cy'ingenzi mu nganda z'ikoranabuhanga n'amashanyarazi ku isi nticyahinduye gusa imiterere y'urwego rw'ikoranabuhanga ku isi, ahubwo cyanahutishije ivugururwa ry'ibyiciro by'ingenzi nk'ibikoresho byo mu rugo bigezweho, ibikoresho by'ikoranabuhanga bikoreshwa n'abantu, n'ibikoresho bya semiconductor, biyobora inganda z'ikoranabuhanga n'amashanyarazi ku isi mu ntambwe nshya y'iterambere ry'ubuziranenge bushingiye ku ikoranabuhanga rya AI.
Nk’umuyobozi mu nganda z’ikoranabuhanga n’amashanyarazi ku isi, iterambere rya Samsung Electronics ku isoko rya tiriyari 1 y’amadolari si impanuka, ahubwo ni intambwe ikomeye mu miterere yayo mu ikoranabuhanga rya AI, ivugurura ry’ibicuruzwa by’ingenzi, no guteza imbere isoko ry’isi. Bivugwa ko Samsung Electronics yabonye inyungu y’imikorere ya tiriyari 57.2 z’ama-Korean won mu gihembwe cya mbere cya 2026, ubwiyongere bw’inshuro zirenga 8 ugereranyije n’umwaka. Inyungu yayo ya buri gihembwe yarenze umubare w’umwaka wose wa tiriyari 43.6 z’ama-Korean won mu 2025, kandi inyungu yayo yageze ku gasongero ka tiriyari 133.9 z’ama-Korean won. Imbaraga nyamukuru zituma iyi mikorere igaragara ni iterambere ryayo mu ikoranabuhanga no kwaguka kw’isoko mu bikoresho byo mu rugo bigezweho, utumashini twa AI n’ibindi bice.
Nyuma y’agaciro ka tiriyari imwe y’amadolari ya Samsung, hari iterambere rihoraho ry’ibigo by’ingenzi nk’ibikoresho byo mu rugo bigezweho no kongerera imbaraga ikoranabuhanga rya AI. Mu myaka ya vuba aha, Samsung yakomeje guhuza ikoranabuhanga rigezweho nka AI nini na StarFlash mu bikoresho byo mu rugo bigezweho, bitera imbere iterambere ry’ibikoresho byo mu rugo bigezweho kuva ku "bwenge bw’ibicuruzwa bimwe" kugeza ku "ubufatanye bw’inzu yose" na "ubwenge bukubiye mu bikoresho". Firigo yayo ya AI yashyizweho ishobora kumenya neza ibikoresho no kugenzura neza ibidukikije byo kubika; AI ikora neza ishobora gutuma abantu babona isano no kuzigama ingufu; AI imashini imesa ishobora guhuza uburyo bwo kumesa hakurikijwe imyenda. Ivugururwa ry’ibikoresho by’ikoranabuhanga ntiryanogeje ubunararibonye bw’abakoresha gusa, ahubwo ryanatumye ubucuruzi bw’ibikoresho by’ikoranabuhanga byo mu rugo buba moteri ikomeye y’iterambere ry’amafaranga ya Samsung ku isi.
Uku kuzamuka kw'agaciro k'isoko kugaragara neza ingaruka mbi za chips za AI ku nganda z'ikoranabuhanga n'amashanyarazi ku isi. Samsung niyo iyoboye mu gukora chips za HBM4 nyinshi, zakoreshejwe mu miterere ya Vera Rubin AI ya NVIDIA yo mu gisekuru gishya. Hagati aho, amakuru agaragaza ko Apple iri mu biganiro na Samsung ku bufatanye mu gukora chips, iteganya guhindura igice cy'umusaruro wayo wa chips kuva kuri TSMC ukajya kuri Samsung. Ubu bufatanye niburangira, buzagira ingaruka zitaziguye ku rwego rw'isi mu gukora chips kandi butange inkunga ikomeye ya tekiniki ku bikoresho bya Samsung byo mu rugo, ibikoresho by'ikoranabuhanga n'ibindi bigo, bigatera imbere mu mikorere ya AI ku bicuruzwa bifitanye isano.
Ukurikije ingaruka z’inganda ku isi, kwinjira kwa Samsung mu itsinda rifite agaciro ka tiriyari imwe y’amadolari ntibyerekana gusa imbaraga zayo mu ikoranabuhanga n’ipiganwa ku isoko, ahubwo binagira ingaruka zikomeye ku nganda zikoresha ikoranabuhanga n’amashanyarazi ku isi. Nk’umuyobozi ku isi mu bikoresho by’ikoranabuhanga byo mu rugo n’ibikoresho by’ikoranabuhanga bikoreshwa n’abantu, imiterere y’ikoranabuhanga rya Samsung n’impinduka mu ngamba zayo biyobora mu buryo butaziguye icyerekezo cy’iterambere ry’inganda zikoresha ibikoresho by’ikoranabuhanga byo mu rugo ku isi. Ikoreshwa ryayo ry’ikoranabuhanga rya AI n’ibikoresho by’ikoranabuhanga byo mu rugo bitanga inzira nshya ku bakinnyi bo ku isi, bigateza imbere impinduka mu nganda zikoresha ibikoresho by’ikoranabuhanga byo mu rugo ku isi ziva ku "marushanwa y’ibikoresho by’ikoranabuhanga" zikajya ku "marushanwa y’ikoranabuhanga" n’ "amarushanwa y’ibidukikije".
Impuguke mu nganda zisesengura ko iterambere rya Samsung ku isoko rifite agaciro ka tiriyari imwe y'amadolari ryerekana ko ivugurura ryainganda z'ikoranabuhanga n'amashanyarazi Ubuhanga bwo gukora imibonano mpuzabitsina (AI) bwahindutse kuva ku "byitezwe" bukagera ku "kuri", kandi icyifuzo cya AI mu byiciro nka memory chips n'ibikoresho byo mu rugo by'ubwenge byateye imbere mu miterere y'imiterere. Mu gihe kizaza, hamwe n'ishoramari rya Samsung rikomeje mu bikoresho bya AI n'ibikoresho byo mu rugo by'ubwenge, isoko ryayo ku isi rizarushaho gukomera. Muri icyo gihe, izatuma inganda z'ikoranabuhanga n'amashanyarazi ku isi zihutisha impinduka za AI, guteza imbere ibikoresho byo mu rugo by'ubwenge kugira ngo bitere imbere mu cyerekezo cy'ubwenge, kizigama ingufu kandi gifatanye n'ibidukikije, kandi izane igitekerezo cy'ubuzima bw'ubwenge ku baguzi benshi hirya no hino ku isi.
Iterambere rya Samsung ku isoko rifite agaciro ka tiriyari imwe y'amadolari si intambwe ikomeye ku kigo ubwacyo gusa, ahubwo ni n'impinduka zikomeye mu iterambere ry'inganda zikora ibikoresho by'ikoranabuhanga n'amashanyarazi ku isi. Bitewe n'iterambere rihoraho ry'ikoranabuhanga rya AI, ibikoresho byo mu rugo bigezweho, nk'ingenzi mu iterambere ry'inganda zikora ibikoresho by'ikoranabuhanga n'amashanyarazi, bizakomeza kuyobora iterambere n'iterambere ry'inganda zikora ibikoresho by'ikoranabuhanga n'amashanyarazi ku isi. Udushya mu ikoranabuhanga n'imiterere y'ingamba z'ibigo bikomeye nka Samsung bizateza imbere iterambere ry'inganda zikora ibikoresho by'ikoranabuhanga n'amashanyarazi ku isi kandi binashimangire imiterere mishya y'iterambere ry'inganda.
Igihe cyo kohereza: Gicurasi-21-2026
