如果您希望可以时常见面，欢迎标星收藏哦~ 三星电子时隔一年重夺全球DRAM市场份额第一的位置，同时在去年第四季度录得有史以来最高 的季度营业利润。 据市场研究公司Counterpoint Research 1月8日发布的数据显示，三星电子去年第四季度存储半导 体业务营收达259亿美元，环比增长34%。存储半导体业务预计将占三星电子总营收（93万亿韩 元）的约40%。其中，DRAM营收为192亿美元，NAND营收为67亿美元。同期，SK海力士的存 储业务总营收为224亿美元，其中DRAM营收为171亿美元，NAND营收为53亿美元。 三星电子时隔一年重新夺回了被SK海力士夺走的DRAM市场份额第一的位置。此前，三星电子在 DRAM市场保持领先地位长达约30年，直至2024年第四季度，但在去年第一季度首次将这一地位 拱手让给了SK海力士。 Counterpoint Research 的首席研究分析师 Choi Jung-gu 表示："三星电子对通用 DRAM（尤其 是服务器）的客户需求趋势做出了很好的响应。"他补充道："第六代 HBM (HBM4) 中引入的先进 1c 工 艺 节 点 和 4 纳 米 逻 辑 工 ...

Core Viewpoint - TSMC plans to increase the production price of its next-generation 2nm semiconductor process by approximately 50% compared to the previous generation, leading to resistance from major clients like Qualcomm and MediaTek [1][2] Group 1: Pricing Strategy and Client Reactions - Qualcomm's profitability has improved due to TSMC's price increase for its existing 3nm chip foundry services, prompting Qualcomm to consider diversifying its production to Samsung Electronics [1] - MediaTek anticipates a 24% increase in chip prices due to rising production costs associated with TSMC's 3nm process, directly impacting the profitability of both Qualcomm and MediaTek [1] - Qualcomm's CEO has indicated that the company is exploring multiple foundry partnerships, hinting at Samsung as a potential secondary partner due to TSMC's pricing strategy [2] Group 2: Production Challenges and Cost Disparities - TSMC's factory in Arizona faces challenges in personnel and equipment optimization, resulting in production costs that are higher than those at its Taiwan facilities, with estimates suggesting a cost difference of at least 30% for the 4nm process and potentially up to 50% for the 2nm process [2] - The production cost inefficiencies at TSMC's U.S. facility could undermine its traditional competitive advantage in cost efficiency [2] - Samsung's established operations in Texas provide it with a lower risk profile compared to TSMC, as Samsung has been operating foundries in the U.S. for over 20 years and has built a cooperative ecosystem with local companies [3]