三星代工迎来大逆转!接连拿下NVIDIA、Tesla、AMD大单:Q4有望扭亏

快科技
Yesterday

快科技3月22日消息,据韩国媒体报道,三星代工业务正迎来强势反弹,在接连获得特斯拉高通的订单后,三星又拿下NVIDIA新一代AI推理芯片"Grok 3 LPU"的生产合同,目前正与AMD洽谈下一代芯片的代工合作。

NVIDIA CEO黄仁勋在GTC 2026演讲中宣布,三星电子将负责生产Grok 3 LPU推理芯片,这是NVIDIA以200亿美元收购Groq后推出的首款产品,瞄准的是AI市场向智能体AI转型所带来的推理芯片需求爆发。

三星已启动Grok 3 LPU的量产工作,预计今年第三季度开始出货。

据行业人士透露,三星代工部门内部已将今年第四季度设定为扭亏目标节点,证券分析师同样预测,三星代工业务从今年下半年起将大幅收窄亏损幅度,最快第四季度即可实现盈利。

技术层面,三星2nm工艺良率已趋于稳定,美国德州Taylor工厂计划于今年下半年投产,届时产能将显著提升。

此前,三星代工因先进制程前期投入巨大、良率长期低于预期,一直被市场视为三星Device Solutions(DS)部门的"问题业务"。

另外三星代工在全球晶圆代工市场的份额此前持续下滑,一度跌至个位数,随着2nm工艺成熟和大客户订单回流,这一趋势有望在今年得到扭转。

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