随着人工智能（AI）技术的快速发展，全球对存储芯片的需求持续攀升，这为相关企业带来了前所未有的增长机遇。三星电子作为全球领先的半导体制造商，其业绩也因此迎来了显著提升。根据三星电子刚刚公布的2023年第一季度财报，其营业利润达到了6.61万亿韩元，较去年同期增长了931.8%，净利润也达到了6.62万亿韩元，是去年同期的四倍多，远超市场预期。
这一业绩的大幅增长，主要得益于存储芯片业务的强劲反弹。数据显示，三星在第一季度的内存芯片收入同比增长了96%，达到了17.49万亿韩元，这对整个公司的营业收入贡献显著，营业收入同比增长了13%，达到71.9万亿韩元。这一成绩标志着三星半导体业务自2022年以来的首次盈利。
业内人士分析，AI热潮的兴起对存储芯片的需求起到了推波助澜的作用。AI技术的应用需要大量的数据处理和存储能力，而存储芯片作为实现这一目标的关键硬件，其价格和需求自然水涨船高。三星作为存储芯片领域的领头羊，自然受益匪浅。
三星电子的这一业绩表现，不仅为公司带来了丰厚的利润，也为全球半导体行业注入了信心。随着AI技术的不断发展，预计存储芯片的需求将继续增长，三星等半导体制造商也将继续受益。
英语如下：
News Title: “AI Boom Sparks 931% Surge in Profits for Samsung’s Chips”
Keywords: AI Chips, Samsung Earnings, Storage Recovery
News Content:
With the rapid development of artificial intelligence (AI) technology, the demand for storage chips continues to climb globally, providing unprecedented growth opportunities for related companies. Samsung Electronics, as the world’s leading semiconductor manufacturer, has also seen a significant boost in its performance. According to the first quarter 2023 earnings report released by Samsung Electronics, its operating profit reached 6.61 trillion won, a 931.8% increase from the previous year, and net profit reached 6.62 trillion won, more than four times that of the same period last year, significantly surpassing market expectations.
The substantial growth in performance was mainly due to the strong rebound of the storage chip business. Data shows that Samsung’s revenue from memory chips in the first quarter grew by 96% year-on-year, reaching 17.49 trillion won, which made a significant contribution to the company’s overall revenue, which grew by 13% year-on-year to 71.9 trillion won. This achievement marks the first profitable period for Samsung’s semiconductor business since 2022.
Industry analysts believe that the rising trend of the AI boom has played a significant role in boosting the demand for storage chips. The application of AI technology requires massive data processing and storage capabilities, and storage chips, as the key hardware to achieve this, naturally see their prices and demand rise. As a leader in the storage chip industry, Samsung stands to benefit greatly.
This performance of Samsung Electronics not only brought the company substantial profits but also injected confidence into the global semiconductor industry. As AI technology continues to develop, it is expected that the demand for storage chips will continue to grow, and semiconductor manufacturers such as Samsung will continue to benefit.
【来源】https://wallstreetcn.com/articles/3713979
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