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三星电子第三季度利润创三年新高,HBM竞争力成关键课题
Shang Wu Bu Wang Zhan· 2025-11-14 16:35
Core Insights - Samsung Electronics reported an operating profit of 12.1 trillion KRW in Q3, marking a 31.8% year-on-year increase and returning to the "10 trillion KRW" level after five quarters [2] - The company's sales reached a record high of 86 trillion KRW, indicating a significant recovery in performance [2] - The rebound in the semiconductor (DS) division, driven by rising general DRAM prices and increased shipments of high bandwidth memory (HBM), was the main growth driver, with an estimated operating profit of around 5 trillion KRW for this division [2] Semiconductor Division Performance - The semiconductor division's performance recovery allowed Samsung to reclaim its position as the sales leader in storage chips, with a market share of 19.4%, surpassing SK Hynix by 1.9 percentage points [2] - Analysts suggest that the substantial profit increase in Q3 was partly due to production cuts leading to soaring DRAM prices rather than structural improvements [2] HBM Development and Strategic Partnerships - Samsung is actively advancing the development of the sixth generation HBM4 and has completed the establishment of mass production systems [2] - The company has recently partnered with OpenAI to provide high-performance, low-power storage chips for its AI projects and is also undergoing HBM4 product certification with NVIDIA, indicating Samsung's commitment to solidifying its global semiconductor leadership [2]