三星代工迎来大逆转！接连拿下NVIDIA、Tesla、AMD大单：Q4有望扭亏

快科技03-22

快科技3月22日消息，据韩国媒体报道，三星代工业务正迎来强势反弹，在接连获得特斯拉和高通的订单后，三星又拿下NVIDIA新一代AI推理芯片"Grok 3 LPU"的生产合同，目前正与AMD洽谈下一代芯片的代工合作。NVIDIA CEO黄仁勋在GTC 2026演讲中宣布，三星电子将负责生产Grok 3 LPU推理芯片，这是NVIDIA以200亿美元收购Groq后推出的首款产品，瞄准的是AI市场向智能...

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Winning big orders from NVIDIA, Tesla and AMD one after another: Q4 is expected to turn losses","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSII":0.6,"TSLQ":0.6,"TSLY":0.6,"TSYY":0.6,"TSLI":0.6,"TSLT":0.6,"TSLL":0.6,"TSLS":0.6,"TSLZ":0.6,"AMUU":0.6,"TESL":0.6,"TLA":0.6,"TSL":0.6,"TSLO":0.6,"AMDL":0.6,"AMDU":0.6,"AMDG":0.6,"SSNLF":1.95,"TSLG":0.6,"TSLR":0.6,"TEST":0.6,"DAMD":0.6,"AMDD":0.6,"TSLP":0.6,"CRSH":0.6,"TSLW":0.6,"TSDD":0.6,"AMDW":0.6,"07766":0.6,"AMDY":0.6,"AMYY":0.6},"content_text":"快科技3月22日消息，据韩国媒体报道，三星代工业务正迎来强势反弹，在接连获得特斯拉和高通的订单后，三星又拿下NVIDIA新一代AI推理芯片\"Grok 3 LPU\"的生产合同，目前正与AMD洽谈下一代芯片的代工合作。NVIDIA CEO黄仁勋在GTC 2026演讲中宣布，三星电子将负责生产Grok 3 LPU推理芯片，这是NVIDIA以200亿美元收购Groq后推出的首款产品，瞄准的是AI市场向智能体AI转型所带来的推理芯片需求爆发。三星已启动Grok 3 LPU的量产工作，预计今年第三季度开始出货。据行业人士透露，三星代工部门内部已将今年第四季度设定为扭亏目标节点，证券分析师同样预测，三星代工业务从今年下半年起将大幅收窄亏损幅度，最快第四季度即可实现盈利。技术层面，三星2nm工艺良率已趋于稳定，美国德州Taylor工厂计划于今年下半年投产，届时产能将显著提升。此前，三星代工因先进制程前期投入巨大、良率长期低于预期，一直被市场视为三星Device Solutions（DS）部门的\"问题业务\"。另外三星代工在全球晶圆代工市场的份额此前持续下滑，一度跌至个位数，随着2nm工艺成熟和大客户订单回流，这一趋势有望在今年得到扭转。","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":"corporation","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 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":"4.42.0","shortVersion":"4.42.0","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/2621744765","isCrawlerRequest":true}