智通财经APP获悉，南方两倍做多三星电子(07747)涨近12%，截至发稿，涨11.27%，报184.65港元，成交额20.79亿港元。
消息面上，近日，据市场媒体援引业内消息人士报道称，随着AI相关芯片需求持续爆发，三星电子正进一步强化自身产业链布局，计划在韩国光州建设一座先进半导体封装工厂。报道称，该投资计划有望于6月29日总统会谈期间公布。此次会议预计将聚焦韩国未来经济增长战略转型，参与者包括三星会长李在镕、SK集团会长崔泰源等。但三星方面拒绝置评，而韩国总统办公室则表示“企业投资决策仍由公司自行决定”。
值得一提的是，当前随着AI半导体供应链快速演进，先进封装已经成为决定芯片性能与竞争力的关键环节之一。三星电子目前正持续扩大在HBM市场的投入，希望挑战行业龙头 SK 海力士的领先地位。此前，三星电子表示，已开始向主要全球客户交付业内首批12层48GB HBM4E样品。在完成初步样品交付和优化后，三星计划根据客户的进度安排开始批量生产HBM4E。
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