<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/jlRNBIzKybRV38bgvUroyw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04NDY-/https://media.zenfs.com/en/afp.com.sg/f18697c099a74c1d44d62b5cb08a80a6?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="523" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/jlRNBIzKybRV38bgvUroyw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04NDY-/https://media.zenfs.com/en/afp.com.sg/f18697c099a74c1d44d62b5cb08a80a6"/></p>
<p>全球对先进内存芯片的狂热需求帮助韩国半导体巨头创下了创纪录的利润（郑妍智）</p>
<p>韩国科技巨头三星电子周二预测，第二季度的营业利润将比去年增长约 19 倍，这得益于持续的人工智能驱动的内存芯片需求。</p>
<p>全球最大的内存芯片制造商预计 4 月至 6 月的营业利润为 89.4 万亿韩元（584 亿美元）——同比增长 1810%，公司声明称。</p>
<p>全球对用于人工智能数据中心的先进内存芯片的狂热需求已经帮助韩国半导体巨头在今年创下了创纪录的利润。</p>
<p>这一繁荣也加强了工人对更高工资的要求，三星在 5 月达成员工奖金协议后避免了一场重大罢工。</p>
<p>根据韩国联合通讯社引用其自身数据公司的消息，周二的估计超出了市场预测 6.2%，并且再次创下季度记录。</p>
<p>三星表示，收入可能增长 129% 至 171 万亿韩元。该公司预计将在本月底发布最终财报。</p>
<p>三星和国内竞争对手 SK 海力士正在进行一项 800 万亿韩元的大规模公私投资，以在该国西南部建立新的半导体制造中心。</p>
<p>一些分析师认为，人工智能基础设施投资的潜在延迟是当前内存繁荣的最大风险。</p>
<p>但 Counterpoint Research 的研究分析师 MS Hwang 表示，他没有看到 “供应商的生产能力与客户需求之间的差距正在缩小” 的证据。</p>
<p>“虽然与竞争力较弱的参与者相关的一些数据中心项目可能会延迟，但将其解读为人工智能基础设施投资的普遍放缓是夸大其词，” 他告诉法新社。</p>
<p>- 税收意外之财 -</p>
<p>韩国的人工智能半导体繁荣也引发了关于国家应如何处理因三星电子和 SK 海力士的成功而增加的税收收入的辩论。</p>
<p>总统首席幕僚姜勋植周日表示，税收意外之财将有助于资助围绕人工智能和半导体行业的大规模项目。</p>
<p>他补充说，这也将有助于减少不平等，并支持年轻人获得住房、创办初创企业和找到工作。</p>
<p>一件印有 SK 海力士标志的简单夹克在今年早些时候在网上走红，成为财富和成功的象征，恶搞帖子将其描绘为奢侈品店或更好约会前景的 “金票”。</p>
<p>据报道，三星和 SK 海力士的工作现在保证了 “婚姻市场价值的提升”，联合通讯社引用了婚介机构 Sunoo 编制的 “吸引力指数” 的上升——使他们与医生和律师平起平坐。</p>
<p>分析师 Hwang 表示，三星周二的估计是 “非常合理的预期”。</p>
<p>“虽然奖金计提和设备业务的损失可能会对收益产生压力，但仅内存利润可能会相当可观，” 他说。</p>
<p>cdl/kaf</p>

SMSN

南方KOSPI

南方两倍做空三星

XI二南三星-U

南方两倍做多三星

XL二南三星-U

<p>三星电子预计第二季度营业利润将激增 1810%，达到 89.4 万亿韩元，这一增长得益于对内存芯片的强劲人工智能需求。该预测超出了市场预期，并创下了另一个季度记录。预计收入将增长 129%。这一繁荣引发了关于税收使用和员工奖金的讨论，分析师指出，尽管可能存在基础设施延迟，但需求仍然持续</p>

<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/jlRNBIzKybRV38bgvUroyw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04NDY-/https://media.zenfs.com/en/afp.com.sg/f18697c099a74c1d44d62b5cb08a80a6" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/jlRNBIzKybRV38bgvUroyw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04NDY-/https://media.zenfs.com/en/afp.com.sg/f18697c099a74c1d44d62b5cb08a80a6"/></p>
<p>Frenzied global demand for advanced memory chips has helped South Korean semiconductor giants post record profits (Jung Yeon-je)</p>
<div class="lb-trans"><p>全球对先进内存芯片的狂热需求帮助韩国半导体巨头创下了创纪录的利润（郑妍智）</p>
</div><p>South Korean technology giant Samsung Electronics forecast on Tuesday a roughly 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips.</p>
<div class="lb-trans"><p>韩国科技巨头三星电子周二预测，第二季度的营业利润将比去年增长约 19 倍，这得益于持续的人工智能驱动的内存芯片需求。</p>
</div><p>The world's largest memory chipmaker estimated April-June operating profit at 89.4 trillion won ($58.4 billion) -- up 1,810 percent on-year, a company statement said.</p>
<div class="lb-trans"><p>全球最大的内存芯片制造商预计 4 月至 6 月的营业利润为 89.4 万亿韩元（584 亿美元）——同比增长 1810%，公司声明称。</p>
</div><p>Frenzied global demand for advanced memory chips used in data centres for artificial intelligence has already helped South Korean semiconductor giants post record profits this year.</p>
<div class="lb-trans"><p>全球对用于人工智能数据中心的先进内存芯片的狂热需求已经帮助韩国半导体巨头在今年创下了创纪录的利润。</p>
</div><p>The boom has also strengthened workers' demands for higher pay, and Samsung avoided a major strike in May after reaching an agreement on worker bonuses.</p>
<div class="lb-trans"><p>这一繁荣也加强了工人对更高工资的要求，三星在 5 月达成员工奖金协议后避免了一场重大罢工。</p>
</div><p>Tuesday's estimate beat market forecasts by 6.2 percent and marked another quarterly record, according to South Korea's Yonhap News Agency, citing its own data firm.</p>
<div class="lb-trans"><p>根据韩国联合通讯社引用其自身数据公司的消息，周二的估计超出了市场预测 6.2%，并且再次创下季度记录。</p>
</div><p>Revenue likely rose 129 percent to 171 trillion won, Samsung said. The company is due to release its final earnings report at the end of the month.</p>
<div class="lb-trans"><p>三星表示，收入可能增长 129% 至 171 万亿韩元。该公司预计将在本月底发布最终财报。</p>
</div><p>Samsung and domestic rival SK hynix are involved in a massive public-private investment of 800 trillion won to build a new semiconductor fabrication hub in the country's southwest.</p>
<div class="lb-trans"><p>三星和国内竞争对手 SK 海力士正在进行一项 800 万亿韩元的大规模公私投资，以在该国西南部建立新的半导体制造中心。</p>
</div><p>Some analysts see potential delays to AI infrastructure investment as the biggest risk to the current memory boom.</p>
<div class="lb-trans"><p>一些分析师认为，人工智能基础设施投资的潜在延迟是当前内存繁荣的最大风险。</p>
</div><p>But MS Hwang, a research analyst at Counterpoint Research, said he did not see &#34;evidence that the gap between suppliers' production capacity and customers' demand is narrowing&#34;.</p>
<div class="lb-trans"><p>但 Counterpoint Research 的研究分析师 MS Hwang 表示，他没有看到 “供应商的生产能力与客户需求之间的差距正在缩小” 的证据。</p>
</div><p>&#34;While some data centre projects associated with less competitive players may be delayed, it would be an exaggeration to interpret this as a broad slowdown in AI infrastructure investment,&#34; he told AFP.</p>
<div class="lb-trans"><p>“虽然与竞争力较弱的参与者相关的一些数据中心项目可能会延迟，但将其解读为人工智能基础设施投资的普遍放缓是夸大其词，” 他告诉法新社。</p>
</div><p>- Tax windfall -</p>
<div class="lb-trans"><p>- 税收意外之财 -</p>
</div><p>South Korea's AI semiconductor boom has also fuelled debate over what the country should do with the increase in tax revenue sparked by the success of Samsung Electronics and SK hynix.</p>
<div class="lb-trans"><p>韩国的人工智能半导体繁荣也引发了关于国家应如何处理因三星电子和 SK 海力士的成功而增加的税收收入的辩论。</p>
</div><p>Presidential chief of staff Kang Hoon-sik said Sunday that the tax windfall would help finance large-scale projects around AI and the semiconductor industry.</p>
<div class="lb-trans"><p>总统首席幕僚姜勋植周日表示，税收意外之财将有助于资助围绕人工智能和半导体行业的大规模项目。</p>
</div><p>It would also help to reduce inequality and support young people in accessing housing, founding startups and finding jobs, he added.</p>
<div class="lb-trans"><p>他补充说，这也将有助于减少不平等，并支持年轻人获得住房、创办初创企业和找到工作。</p>
</div><p>A simple jacket bearing the SK hynix logo went viral online earlier this year as a symbol of wealth and success, with parody posts depicting it as a &#34;golden ticket&#34; to luxury boutiques or better dating prospects.</p>
<div class="lb-trans"><p>一件印有 SK 海力士标志的简单夹克在今年早些时候在网上走红，成为财富和成功的象征，恶搞帖子将其描绘为奢侈品店或更好约会前景的 “金票”。</p>
</div><p>Jobs at Samsung and SK hynix now guarantee &#34;a boost in marriage market value,&#34; Yonhap has reported, citing a rise in their &#34;desirability indices&#34; compiled by matchmaking agency Sunoo -- putting them on a par with doctors and lawyers.</p>
<div class="lb-trans"><p>据报道，三星和 SK 海力士的工作现在保证了 “婚姻市场价值的提升”，联合通讯社引用了婚介机构 Sunoo 编制的 “吸引力指数” 的上升——使他们与医生和律师平起平坐。</p>
</div><p>Analyst Hwang said Samsung's Tuesday estimate was a &#34;very reasonable provision&#34;.</p>
<div class="lb-trans"><p>分析师 Hwang 表示，三星周二的估计是 “非常合理的预期”。</p>
</div><p>&#34;While bonus accruals and losses in the set business may weigh on earnings, memory profits alone are likely to be substantial,&#34; he said.</p>
<div class="lb-trans"><p>“虽然奖金计提和设备业务的损失可能会对收益产生压力，但仅内存利润可能会相当可观，” 他说。</p>
</div><p>cdl/kaf</p>
<div class="lb-trans"><p>cdl/kaf</p>
</div>

三星预计由于人工智能热潮，季度营业利润将飙升 1800%