HBM市场霸主尽享AI红利！SK海力士年度利润首超三星

智通财经01-29

智通财经APP获悉，得益于人工智能(AI)浪潮对竞争格局的重塑，韩国存储芯片巨头SK海力士的年度利润在2025年首次超过其竞争对手三星。同时，其在用于AI芯片的高带宽内存(HBM)领域仍保持着领先地位。数据显示，SK海力士在2025年实现了创纪录的47.2万亿韩元营业利润，超过三星的43.6万亿韩元。SK海力士几乎完全专注于存储芯片，而三星的业务则横跨多个领域——包括消费电子和代工芯片制造，其...

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href=http://www.zhitongcaijing.com/content/detail/1399051.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，得益于人工智能(AI)浪潮对竞争格局的重塑，韩国存储芯片巨头SK海力士的年度利润在2025年首次超过其竞争对手三星。同时，其在用于AI芯片的高带宽内存(HBM)领域仍保持着领先地位。数据显示，SK海力士在2025年实现了创纪录的47.2万亿韩元营业利润，超过三星的43.6万亿韩元。SK海力士几乎完全专注于存储芯片，而三星的业务则横跨多个领域——包括消费电子和代工芯片制造，其...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1399051.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BQXX3D17.EUR","symbol_name":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) 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SK Hynix's annual profit surpasses Samsung's for the first time","themeId":"616a3ebd03fec3a10c2464b115506aa5","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVII":0.6,"SNVD.UK":0.6,"MULL":0.6,"NVDQ":0.6,"NVDW":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDS":0.6,"NVD":0.6,"NVDY":0.6,"DIPS":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"MUD":0.6,"NVDG":0.6},"content_text":"智通财经APP获悉，得益于人工智能(AI)浪潮对竞争格局的重塑，韩国存储芯片巨头SK海力士的年度利润在2025年首次超过其竞争对手三星。同时，其在用于AI芯片的高带宽内存(HBM)领域仍保持着领先地位。数据显示，SK海力士在2025年实现了创纪录的47.2万亿韩元营业利润，超过三星的43.6万亿韩元。SK海力士几乎完全专注于存储芯片，而三星的业务则横跨多个领域——包括消费电子和代工芯片制造，其存储芯片业务在2025年贡献了约24.9万亿韩元营业利润。SK海力士的成功很大程度上得益于其在全球HBM领域的领军地位。该公司是AI芯片霸主英伟达(NVDA.US)的重要HBM供应商，且这一地位似乎正进一步巩固。据报道，SK海力士已斩获英伟达最新AI与高性能计算平台Vera Rubin的约70%的HBM订单。这一比例远超此前市场预估的50%。市场目前预测，2026年SK海力士将占据全球HBM4市场54%的份额，三星与美光科技(MU.US)则分别以28%和18%的占比紧随其后。Counterpoint Research的研究主管MS Hwang表示：“SK海力士显然是亚洲杰出的‘AI赢家’。”他补充称，在AI基础设施蓬勃发展的现阶段，SK海力士在用于AI服务器的HBM和其他芯片的质量和供应方面领先至关重要。他指出，即使在2025年第四季度三星在存储收入排名中重夺榜首，SK海力士也保住了这两个领域的市场领先地位。分析师Cecilia Chan表示，SK海力士在加速推进HBM4研发、具备更优良率及与英伟达签订稳固供应协议的支持下，有望巩固其在HBM市场的领导地位(该市场预计至2030年将以约25%的年复合增长率扩张)，尽管三星正在追赶。其计划在清州投资19万亿韩元(约合129亿美元)建设芯片封装工厂，进一步彰显了对HBM需求的信心并强化其市场领先地位。不过，竞争正在加剧。尽管SK海力士在HBM领域成功取得早期领先地位，并在去年获得了英伟达HBM合同的最大份额，但三星和美光科技等竞争对手一直在取得一些突破。三星已扩大了其HBM销售，并表示仍将在今年开始交付搭载最新第六代HBM技术的HBM4产品。专注于存储行业和AI供应链的SemiAnalysis分析师Ray Wang表示：“我们预计三星将在HBM4方面迎来重大转折，并将克服去年的质量问题，为英伟达的新产品供货。”尽管如此，分析师预计SK海力士将在HBM4领域保持较高的市场份额和主导地位。Ray Wang表示表示：“HBM4的竞争实际上是SK海力士与三星之间的竞争，我们认为这两家公司比美光科技更具竞争力。”“我们预计SK海力士将保持其在HBM4领域的领先地位，而三星将取得实质性进展，并在HBM4领域变得比(前几代)更具竞争力。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607708696","isCrawlerRequest":true}