三星电子的HBM4芯片在发布仅四个月后，销售额便已突破10亿美元。业内消息人士称，这一里程碑是在二月份开始量产后实现的。
三星电子于今年二月成为全球首家开始量产并交付HBM4芯片的公司。业内消息人士周二表示，目前该产品的销售额已超过10亿美元。
预计到六月底，相关营收将超过12亿美元。公司计划在年底前大幅增加出货量，预计2026年年度销售额将突破100亿美元大关。
HBM4芯片专为包括英伟达（Nvidia Corp.）Vera Rubin平台在内的下一代人工智能加速器而设计。据估计，今年全球HBM市场规模将达到546亿美元。
X平台上的初步反应强调了三星HBM4实现快速营收里程碑的表现，在肯定其市场份额增长和人工智能需求的同时，也对其成品率与竞争对手的对比表示了怀疑。
$MU just keeps getting great news daily . Today Anthropic news now Samsung news .. the earnings will be insane .
— Professor $SPX🔮 (@StockXcapital) 2026年6月22日
Samsung Electronics hits $1B+ in HBM4 revenue — just 4 months after becoming the world’s first to mass produce the chip.
Key milestones:
•Mass production began…
Samsung Electronics HBM4 Revenue Tops $1 Billion, Just Four Months After Becoming First to Mass Produce
— Jukan (@jukan05) 2026年6月22日
Samsung Electronics' sixth generation high bandwidth memory (HBM), HBM4, is reported to have become the first in the industry to surpass $1 billion (about 1.54 trillion won)… pic.twitter.com/oNd8y6E1ll
". But on HBM4 Samsung executed: first to mass-produce, cleared Nvidia qualification ahead of schedule, shipping since February 2026 at a mid-20s% initial share. The reason isn't luck — it's that HBM4 stops being a pure DRAM-and-packaging contest and becomes a DRAM +…
— Marcus Mendez (@Marcus4cyb) 2026年6月21日
What actually matters in the call (not the headline EPS):
— 0xyfed (@0xyfed) 2026年6月22日
1. HBM4 2027 tone — "sold out" is only calendar 2026
2. Samsung HBM4 yield — reportedly <60% vs SK Hynix ~80%; if it's closing, that's the 2027 pricing risk
3. NAND / datacenter bits — the broadening nobody's watching
HBM4로 4개월만에 매출 1.5조면 1년이면 6조네..
— 🍺까칠한궁수(법비들의세상)🍷 (@Cold_Archer) 2026年6月22日
물론 앞으로 매출은 더 늘어나겠지.. HBM4E도 기다리고 있고.. 앞으로 몇 년 동안은 삼성, 하이닉스 이익율은 거의 넘사벽 수준 일듯.. pic.twitter.com/XsPf2v18ow
由 AI 报道 AI 生成的图像
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.