2024年企业盈利因AI主导芯片出口上涨20.6%

韩国企业2024年盈利同比上涨20%,受半导体出口增加推动。政府数据显示,税前净利润合计达181.9万亿韩元,制造业引领反弹。当年标志着人工智能过渡阶段,推动芯片需求。

韩国企业2024年合计税前净利润达181.9万亿韩元(1239亿美元),较2023年150.8万亿韩元增长20.6%,据数据与统计部数据。这是连续两年下降后的反弹。韩国经济基石制造业税前净利润达123.5万亿韩元,比上年增加29.7万亿韩元,涨幅32%。

“企业盈利因半导体出口增加而提升,2024年是人工智能(AI)的过渡年”,机构官员尹熙草表示。顺应这一趋势,企业研发支出增长21.4%至97万亿韩元。受访企业总销售额达3371.1万亿韩元,比上年增长5.2%。

同时,14922家受访企业中40.3%、即6009家在国内外经营子公司。按国家分,中国占比最大21.9%,美国16.4%、越南11.8%。共有401家企业进入新业务领域,54.9%为制造业。

数据凸显AI驱动的半导体出口如何推动企业复苏,使韩国在全球AI竞赛中占据强势。

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Illustration depicting Samsung Electronics' record Q1 operating profit of 57.2 trillion won driven by AI chip demand, featuring executives celebrating amid glowing financial displays.
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Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won

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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 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.

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South Korean chipmakers Samsung and SK Hynix reported combined profits of $59.7 billion for the March 2026 quarter. The figure tops the aggregate earnings of all listed Indian companies in any previous quarter. Strong demand for memory chips tied to artificial intelligence drove the results.

The Korean government plans to invest a combined 750 billion won ($502.8 million) over the next two years to commercialize artificial intelligence (AI)-enabled products, the finance ministry said on March 18. The plan was finalized at a meeting of economy-related ministers chaired by Finance Minister Koo Yun-cheol, as part of a blueprint for a 'super-innovation economy'.

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