三星电子周四公布的一季度财报显示，其芯片业务营业利润同比增长近50倍，创下历史新高。然而，公司同时警告，由于人工智能带来的内存需求远超供应能力，2027年的供需缺口将进一步扩大。
财报显示，负责半导体的设备解决方案部门一季度销售额达81.7万亿韩元，营业利润高达53.7万亿韩元，同比增长约48倍，贡献了公司总营业利润的94%。存储业务销售额达74.8万亿韩元，同比增长292%。一季度公司总营收133.9万亿韩元，同比增长69%；总营业利润57.2万亿韩元，同比增长756%。
三星存储业务高管在财报电话会上表示：“我们的供应远远达不到客户的需求”，客户已将2027年的需求提前预订，“仅从目前收到的2027年需求来看，供需缺口将比今年进一步扩大”。
在此背景下，三星正加速布局下一代技术。公司已开始为英伟达Vera Rubin平台批量生产HBM4内存，并进行新一代低功耗内存模块SOCAMM2的批量出货，计划在二季度交付HBM4E样品。公司还透露，一些超大规模客户正在寻求签订更具约束力的多年期供应协议。
责任编辑：张俊 SF065
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.