【半导体】存储芯片双雄，巅峰之战

人工智能产业链...02-03

芯片项目组创始团队招募！◀点击查看！在三星电子和SK海力士漫长而又紧密交织的历史中，罕见地出现在同一天发布财报的情况，这标志着两家公司在人工智能存储芯片领域激烈竞争的最新进展。预计周四的两场财报电话会议将凸显人工智能服务器和数据中心对高性能存储器需求的激增。同时，由于芯片制造商将重心转向先进存储器生产，而忽视了传统芯片，预计财报也将反映出整个电子行业存储器价格的飙升。存储器行业曾经以剧烈的繁荣与...

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Henderson全球科技团队的投资组合经理Richard Clode表示。“如果没有最大内存供应商的支持，英伟达很难实现其增长路线图。”SK海力士将于周四上午9点（首尔时间）举行财报电话会议，三星将于上午10点举行财报电话会议。彭博社调查的分析师预计，SK海力士12月季度的营业利润翻番，达到创纪录的16.6万亿韩元（约合115亿美元）。营收预计将增长超过50%，达到31.1万亿韩元，这反映出该公司在HBM3E领域的领先地位——HBM3E是目前英伟达和主要云运营商使用的最先进版本。三星半导体部门的业绩也有望大增。根据分析师的平均预期，该部门当季的营业利润预计将达到10.85万亿韩元。该公司本月早些时候发布的初步业绩报告已经显示出复苏的迹象，表明其内存业务——长期以来受到价格疲软和库存过剩的双重压力——已经强劲复苏。花旗集团分析师Peter Lee、Jayden Oh和Josh Yang在一份报告中指出，DRAM的平均售价预计今年将上涨120%，NAND的平均售价预计上涨90%，因此他们将SK海力士的目标股价上调了56%，三星的目标股价上调了20%。整体市场势头有助于三星巩固其行业领导者的地位。而SK海力士则专注于保持HBM领域的领先地位，这得益于其多年来的投资，并帮助其在业内利润最高的细分市场实现了飞跃式发展。在SK海力士发展的大部分时间里，反复的财务困境、沉重的债务和重组使其始终处于劣势——技术实力雄厚，但在经济下行周期中却不堪一击。但在2012年，SK集团对SK海力士的收购使其得以率先押注HBM，而三星最初认为HBM的市场规模太小。随着人工智能重塑计算领域，这一豪赌获得了丰厚的回报。与英伟达的合作使SK海力士从一家周期性落后的公司转型为人工智能供应链的战略支柱，使其与三星的地位更加平等。百达资产管理公司高级投资经理李永宰表示，两家公司在同一天发布财报“凸显了随着HBM4时代的临近，它们之间的竞争关系”。人工智能产业链联盟筹备组征集公告参考链接https://www.bloomberg.com/news/articles/2026-01-27/samsung-sk-hynix-results-to-showcase-fight-for-ai-memory-crown（来源：编译自彭博社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 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