半導體霸主地位推動三星獲利飆漲創紀錄

三星電子 2024 年第一季表現出色，營業利潤達 36.3 兆韓元，年增 930%。人工智慧應用的成長推動了對其伺服器、儲存晶片和數據解決方案的強勁需求，推動了該公司令人印象深刻的業績。三星的半導體業務是這項成長的主要貢獻者，銷售額為23.14兆韓元，營業利潤為1.91兆韓元。

Samsung Surges to Record Profits Fueled by Semiconductor Dominance

半導體主導地位推動三星獲利飆漲創紀錄

In a remarkable display of financial prowess, Samsung Electronics has reported a stunning first-quarter performance, with operating profit soaring by a staggering 930% to reach 36.3 trillion Korean won. This unprecedented growth has been driven by the company's strategic investments in the burgeoning semiconductor market, particularly in server, memory chip, and data solutions for artificial intelligence (AI) applications.

三星電子展現了驚人的財務實力，第一季業績令人驚嘆，營業利潤猛增 930%，達到 36.3 兆韓元。這種前所未有的成長是由該公司對新興半導體市場的策略性投資所推動的，特別是在伺服器、記憶體晶片和人工智慧（AI）應用的數據解決方案方面。

Record-Breaking Revenue

創紀錄的收入

Samsung's market dominance has been bolstered by the exceptional growth of its chip business unit, which has emerged as a pillar of the company's financial success. Despite the macroeconomic headwinds of 2023, the company's memory chip division has spearheaded a resurgence, capitalizing on the record-breaking demand for DRAM and NAND chips, high-density SSDs, and servers. These products have experienced significant price increases, contributing to the company's financial windfall.

三星的市場主導地位得益於其晶片業務部門的出色成長，該部門已成為該公司財務成功的支柱。儘管 2023 年宏觀經濟面臨逆風，但該公司的記憶體晶片部門利用 DRAM 和 NAND 晶片、高密度 SSD 和伺服器破紀錄的需求，率先復甦。這些產品的價格大幅上漲，為公司帶來了意外之財。

In the first quarter of 2024, Samsung's total revenue surged by an impressive 12.8% to reach 71.2 trillion won ($52.2 billion), marking a remarkable increase over the same period last year. The company's net profit witnessed an equally extraordinary growth of 330%, reaching a staggering 6.61 trillion won ($4.77 billion), a substantial increase from the previous year's 640 billion won ($462 million).

2024年第一季，三星總營收大幅成長12.8%，達到71.2兆韓元（522億美元），較去年同期大幅成長。該公司的淨利潤同樣實現了 330% 的驚人成長，達到驚人的 6.61 兆韓元（47.7 億美元），比前一年的 6,400 億韓元（4.62 億美元）大幅成長。

Semiconductor Supremacy

半導體霸主

Samsung's semiconductor business has played a pivotal role in driving the company's first-quarter success story, generating sales of 23.14 trillion won (16.71 billion USD). The division has undergone a dramatic turnaround, recording an operating profit of 1.91 trillion won ($1.13 billion), a stark contrast to the operating losses incurred in previous quarters.

三星的半導體業務在推動公司第一季的成功故事中發揮了關鍵作用，銷售額達 23.14 兆韓元（167.1 億美元）。該部門經歷了戲劇性的轉變，營業利潤達到 1.91 兆韓元（11.3 億美元），與前幾季的營業虧損形成鮮明對比。

The company's focus on AI and High-Bandwidth Memory (HBM) chips has proven instrumental in creating an efficient computing environment. Recognizing the insatiable demand for generative AI and data-dependent applications, Samsung has invested heavily in providing the necessary computing power for these demanding tasks. The company's emphasis on producing data-intensive HBM chips, which find widespread use in AI, 5G, IoT, graphic processing, virtual reality, and augmented reality systems, has contributed to higher margins. These cutting-edge chips offer enhanced data processing speeds and reduced energy consumption, outperforming traditional NAND memory chips.

事實證明，該公司對人工智慧和高頻寬記憶體 (HBM) 晶片的關注有助於創建高效的運算環境。三星意識到對生成式人工智慧和依賴數據的應用程式的需求永無止境，因此投入巨資為這些要求苛刻的任務提供必要的運算能力。該公司專注於生產數據密集型 HBM 晶片，這些晶片廣泛應用於人工智慧、5G、物聯網、圖形處理、虛擬實境和擴增實境系統，這有助於提高利潤率。這些尖端晶片可提高資料處理速度並降低能耗，效能優於傳統 NAND 儲存晶片。

Aligned with its strategic vision, Samsung has successfully implemented mass production of its high-performance memory chips, including the HBM3E 8H (8-layer) DRAM and V9 NAND, specifically designed for enterprise servers, AI, and cloud devices. The company is poised to introduce the HBM3E 12H (12-layer) chips in the second quarter of 2024, further solidifying its commitment to innovation and technological advancement.

根據其戰略願景，三星已成功實現高效能儲存晶片的量產，包括專為企業伺服器、人工智慧和雲端裝置設計的 HBM3E 8H（8 層）DRAM 和 V9 NAND。該公司計劃於 2024 年第二季推出 HBM3E 12H（12 層）晶片，進一步鞏固對創新和技術進步的承諾。

Competitive Landscape

競爭格局

Despite Samsung's dominance as the world's leading memory chip producer, the company faces stiff competition from rivals such as Micron and SK Hynix. Micron, a prominent player in HBM chip production, has gained ground by initiating mass production of 8-layer HBM3E semiconductors earlier this year. SK Hynix, another formidable competitor, has announced plans to launch mass production of HBM3E chips at NVIDIA's GTC 2024 event and GdDR8 fo卡 at NVIDIA's CES 2025 exhibition.

儘管三星作為全球領先的記憶體晶片生產商佔據主導地位，但該公司仍面臨著來自美光和 SK 海力士等競爭對手的激烈競爭。美光是 HBM 晶片生產領域的知名廠商，今年稍早開始大規模生產 8 層 HBM3E 半導體，因此取得了一定的進展。另一個強大的競爭對手SK海力士宣布計劃在NVIDIA的GTC 2024活動上量產HBM3E晶片，並在NVIDIA的CES 2025展會上量產GdDR8 fo卡。

The semiconductor industry has historically been subject to volatile conditions. However, Samsung has demonstrated resilience and adaptability in the face of market fluctuations, showcasing its ability to navigate the rapidly changing semiconductor landscape in the first quarter of 2024. By effectively leveraging AI-relevant systems and technologies with high bandwidth memory and other unique features, the company is poised to capture niche market trends and emerge as the global leader in the semiconductor industry.

半導體產業歷來都受到不穩定因素的影響。然而，三星在面對市場波動時表現出了彈性和適應性，展示了其在2024 年第一季度應對快速變化的半導體格局的能力。系統和技術，該公司準備抓住利基市場趨勢，並成為半導體行業的全球領導者。