三星电子在近日由其设备解决方案部门负责人主持的战略会议上，讨论了扩大高带宽内存芯片销售及长期供应协议的相关事宜。
三星电子上周召开了半年度全球战略会议，旨在回顾上半年的业绩表现并规划下半年的发展蓝图。
此次会议于周四举行，由设备解决方案部门负责人全永铉（Jun Young-hyun）主持。高管们审视了扩大HBM销售的策略，并就与主要客户签订长期供应协议进行了讨论。
三星于2月开始批量发货HBM4，并于上个月交付了HBM4E样品。正如其第一季度财报电话会议中所述，公司一直致力于推进长期供应协议的签署，并已达成部分交易。
其主要客户包括Nvidia、AMD和Google。
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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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Nvidia CEO Jensen Huang wrapped up his South Korea visit on June 9, emphasizing broader AI ecosystem cooperation. The trip produced multiyear partnerships with SK hynix and Samsung Electronics, plus discussions on physical AI.
Unionized workers at Samsung Electronics approved a wage agreement on May 27. The vote eased concerns about potential disruptions to the global supply chain.
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Samsung Electronics and its labor union will resume government-led mediation talks on Monday, three days before a planned major strike.