公众号记得加星标⭐️，第一时间看推送不会错过。 根据券商Kiwoon Securities的高级研究员预计，三星明年的营业利润将达到90兆至100兆韩元（约台 币2.14兆元）。这呼应了先前报告指出，三星计划在2027年实现晶圆代工业务获利，意味着提高2nm GAA制程的良率是其首要任务，还有高频宽记忆体HBM4和DRAM价格56%上涨的加持。 wccftech报导，三星面临的第一个真正考验是，其首款采用上述曝光技术制造的晶片组Exynos 2600 在应用于Galaxy S26系列后的性能表现。 资深研究员朴有岳（Park Yoo-ak，音译）对三星在2026年登顶业界霸主地位做出了最为乐观的预 测，他表示该公司明年的营业利润将达到100兆韩元。根据《韩国经济日报》报导，他的预测基于高 频宽记忆体HBM4市场占额的显著增长，以及通用DRAM价格56%的上涨。 朴有岳也提 到，由于NAND 快 闪记忆体价格上涨，三星的营收可望大幅 提升。此外，该公司2nm GAA制程的良率有望提高，目前已获得两家中国加密货币挖矿设备制造商的订单，并与特斯拉签署 了价值165亿美元的巨额交易，这将有助于三星建立稳固的客户基础。 ...

Group 1 - The article discusses a recent court ruling in Texas, where Samsung Electronics was found to have infringed on patents held by Collision Communications, resulting in a compensation order of $445.5 million (approximately 3.179 billion RMB) [2][4]. - The jury determined that Samsung's laptops, Galaxy smartphones, and other wireless devices violated four key patents related to 4G, 5G mobile communication standards, and Wi-Fi technology [4]. Group 2 - The article promotes the 2025 Bay Area Semiconductor Industry Ecosystem Expo, scheduled to take place from October 15 to October 17, 2025, at the Shenzhen Convention Center, featuring an exhibition area of 60,000 m² and over 100 participating companies [5]. - The event is expected to attract more than 60,000 professional visitors and will include over 20 summit forums [5].

Core Viewpoint - A federal court in Marshall, Texas, has ruled that Samsung Electronics has infringed on patents in the wireless communication technology sector, requiring the company to pay $445.5 million in damages to Collision Communications [1] Group 1: Legal Judgment - The jury found that Samsung's devices, including laptops and Galaxy series smartphones with wireless connectivity, violated four key patents held by Collision Communications [1] - The patents in question cover essential areas such as 4G, 5G mobile communication standards, and Wi-Fi technology [1]

Group 1 - Samsung confirms that all core Galaxy AI features on Galaxy smartphones will remain free, contrasting previous market speculation about potential charges after 2025 [1][3] - Starting from 2024 with the Galaxy S24 series, over 20 basic AI functions, including instant translation and AI photo editing, will be available for free to eligible Galaxy devices until July 2025 [3][4] - Samsung's free strategy differentiates it from competitors like Apple and Google, aiming to attract more mid-range users and expand market share [3][5] Group 2 - Despite offering basic features for free, Samsung is exploring a paid model for resource-intensive advanced AI functions, with details expected to be announced in Q3 2025 [4] - Advanced features such as AI video generation and 3D modeling will require a subscription to "Galaxy AI Pro," with pricing potentially starting at 118 yuan per year [4] - Samsung's AI strategy has shifted from "technology showcase" to "ecosystem building," aiming to create a closed-loop ecosystem of hardware, software, and services to compete with Apple and Huawei [5]