三星AI需求推动季度利润暴增19倍

2026-07-07 11:41· 56天前

AI 导读

三星强调AI同样依赖内存，其季度利润暴增19倍至584.4亿美元。AI将内存从廉价商品变成稀缺基础设施：DRAM价格季度环比上涨44%，NAND上涨53%。Counterpoint数据显示，Q1 2026三星在DRAM与HBM合计市场份额达38%，领先SK海力士（29%）；NAND闪存市场份额29%，同样领先SK海力士（18%）。

Samsung just reminded everyone that AI runs on memory too.

They just flagged a 19-fold profit jump, a $58.44B quarterly profit.

AI made this possible by turning memory from a cheap cycle into scarce infrastructure. DRAM prices rose 44% quarter over quarter, while NAND prices rose 53%.

For market share, Counterpoint said Samsung led DRAM and HBM combined in Q1 2026 with 38%, ahead of SK Hynix at 29%. Samsung also led NAND flash in Q1 2026 with 29%, ahead of SK Hynix at 18%.

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reuters .com/world/asia-pacific/samsung-estimates-19-fold-rise-q2-operating-profit-beating-expectations-2026-07-06/

来源：Rohan Paul· x.com

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