三星芯片业务Q2利润暴跌94%！HBM市占骤降大幅落后AI竞赛

智通财经网2025-07-31

智通财经APP获悉，三星电子周四发布第二季度财报，旗下芯片部门Q2利润暴跌94%，远不及市场预期。这一数据凸显出这家全球最大存储芯片制造商正深陷行业低迷的泥沼。作为三星核心业务，芯片部门的惨淡业绩暴露出其在利润丰厚的人工智能领域已大幅落后：在高端存储芯片市场，SK海力士占据领先地位;而在代工领域，台积电(TSM.US)则牢牢掌控着主导权。该芯片部门公布的季度营业利润为4000亿韩元(约合2.88...

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三星芯片业务Q2利润暴跌94%！HBM市占骤降 大幅落后AI竞赛

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三星芯片业务Q2利润暴跌94%！HBM市占骤降大幅落后AI竞赛