存储芯片市场好转
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李在镕掌舵三星3年,半导体部门获利显著改善
Ju Chao Zi Xun· 2025-10-27 13:55
Core Insights - The appointment of Lee Jae-Yong as Chairman of Samsung Electronics has led to significant improvements in the semiconductor division's profitability and a reduction in his legal risks, fostering investor optimism about the group's overall recovery [1] Group 1: Leadership and Strategy - Lee Jae-Yong emphasized the need for bolder and more ambitious actions during his tenure, particularly in light of the company's previous profitability challenges [1] - In March, he asserted that Samsung had not yet realized its full potential and urged executives to act with a "do-or-die" mentality [1] Group 2: Financial Performance - Samsung Electronics has begun to reverse its downturn, with signs of recovery in its chip business, including improvements in high-bandwidth memory (HBM) and the previously loss-making foundry and chip design sectors [1] - The company estimated a third-quarter operating profit of 12.1 trillion KRW (approximately 8.48 billion USD), representing a year-on-year increase of 31.81%, driven by a recovery in the global memory chip market [1] - Samsung also projected third-quarter sales to reach 86 trillion KRW, which would mark the highest quarterly sales in the company's history [1] Group 3: Legal Developments - The resolution of Lee Jae-Yong's legal issues has further fueled the group's recovery, as the South Korean Supreme Court upheld his acquittal in July, confirming he was not involved in accounting fraud or stock price manipulation related to two affiliated companies [1]