AI催生“内存荒”，“存储涨价潮”引爆三星Q4业绩：营业利润同比增208% 携营收齐创新高

Group 1 - Samsung Electronics' quarterly profit has more than doubled, reaching a record high of 20 trillion KRW (approximately 13.8 billion USD), a 208% year-on-year increase, driven by soaring demand for AI servers and memory chips [1] - Revenue increased by 23% to 93 trillion KRW, also setting a new historical record, with Samsung's stock price rising by 2.5% in early trading, continuing a 20% increase since the beginning of the year [1] - Analysts have raised Samsung's target price following optimistic forecasts from competitors, with over ten analysts adjusting their projections last week [4] Group 2 - Samsung executives highlighted the severity of the memory chip supply shortage at the CES, with the president stating that prices for consumer electronics have begun to rise due to semiconductor supply issues [7] - Counterpoint Research predicts that the price of the latest generation of traditional DRAM, DDR5, will increase by 40% this quarter and by another 20% in the second quarter [7] - Samsung is expected to benefit from strong demand for traditional DRAM, high bandwidth memory (HBM), and NAND flash chips, with projected operating profit margins reaching 21.5% by Q4 2025 [7] - Samsung's HBM total shipments are expected to double by 2026 as it begins commercial supply of HBM4, which is crucial for supporting NVIDIA's upcoming Rubin processor [7]