三星电子芯片业务利润增长逾四倍，超出预期，释放出人工智能（AI）支出浪潮激发存储芯片需求的积极信号。

　　这家韩国公司计划扩大AI相关芯片的销售，并有望从第一季度开始向英伟达交付其下一代高带宽存储芯片HBM4。这是其在对AI加速器至关重要的高利润产品领域追赶SK海力士的重要一步。

　　三星半导体部门公布的第四季度营业利润为16.4万亿韩元（114亿美元），高于分析师平均预期的10.85万亿韩元。整体净利润为19.29万亿韩元，高于预期值15.1万亿韩元。三星还表示，其将回购价值3.57万亿韩元的股票。

　　三星股价在2025年翻了一倍多，本月甚至又飙升了约35%，反映出市场对今年业绩大幅增长的预期，因为存储芯片价格上涨速度超出预期。这一增长也反映出，随着巨头们向AI基础设施投入数千亿美元，整个行业的格局正在迅速改变。

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责任编辑：王永生

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