삼성전자의 HBM4 칩 매출이 출시 4개월 만에 10억 달러를 넘어섰다. 업계 소식통에 따르면 2월 대량 생산 시작 이후 빠른 출하 확대가 이뤄졌다.
삼성전자는 세계 최초로 2월 HBM4 대량 생산과 출하를 시작했다. 화요일 업계 소식통은 매출이 10억 달러를 넘었다고 밝혔다.
6월 말까지 12억 달러를 초과할 것으로 예상된다. 삼성은 연말까지 출하를 크게 늘려 2026년 연간 매출 100억 달러를 넘길 전망이다.
HBM4는 엔비디아의 차세대 AI 가속기인 Vera Rubin 플랫폼용으로 설계됐다. 글로벌 HBM 시장은 올해 546억 달러에 이를 것으로 추정된다.
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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
Samsung Electronics discussed expanding sales of high-bandwidth memory chips and long-term supply deals during a recent strategy meeting chaired by its Device Solutions Division head.
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Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.
South Korea's exports jumped 53 percent from a year earlier to a record $87.8 billion in May, driven by the semiconductor supercycle.
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South Korea is launching its first single-stock leveraged ETFs tied to chipmakers Samsung Electronics and SK Hynix. The products aim to double daily stock movements and target retail investors.