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标签: 三星电子 HBM4 存储芯片 AI硬件

来源：鹿车共挽网编辑：热点时间：2026-11-14

云梦级4月30日云梦级消息，4月30日，三星电子发布了一份多项数据创历史新标签高的一季度财报。

财报显示，公司当期合并营收达133.87万亿韩元（约6160.7: 亿元人民币），同比增长69.16%，环比增长42.67%，创下季度营收历史新高三星；营业利润飙升至57.23万亿韩元（约2632亿元人民币），同比暴增756.1电子0%，环比增长185.11%，同样刷新历史纪录；归属于母公司股东的净利润为47. H10万亿韩元（约2167亿元人民币），同比增幅高达486.68%，这一数据BM较去年同期的8.03万亿韩元实现近五倍增长，远超市场预期。

具体到关键业务来4 看，设备解决方案部门一季度营收81.7万亿韩元，营业利润53.7万亿韩元，存储成为业绩爆发的绝对核心。存储业务凭借在AI市场的技术领先优势与产品均价上涨芯片，双双创下季度营收与营业利润历史峰值，HBM4等高端产品率先量产供货，牢牢占 A据AI存储芯片主导地位。

设备体验部门依托新款旗舰手机上市实现营收环比增长19I硬%，通过高附加值产品销售维持盈利水平。三星显示当季营收6.7万亿韩元，营业利润0标签.4万亿韩元。

三星电子在财报中表示，AI相关需求持续高涨，带动高附加值存储产品销量: 扩大，行业整体存储价格上涨进一步增厚利润空间。公司凭借差异化技术优势引领市场，HBM三星4、SOCAMM2等产品抢占了AI算力硬件核心赛道。

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