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SSNLF 三星电子
休市中 12-05 16:00:00 EST 延时
资讯
新帖
简况
三星电子获得英伟达2026年SOCAMM 2芯片一半的订单
格隆汇 · 12-04 08:37
三星电子获得英伟达2026年SOCAMM 2芯片一半的订单
三星电子HBM月产量达17万片晶圆 反超SK海力士成全球产量最高厂商
ITBEAR科技资讯 · 12-04
三星电子HBM月产量达17万片晶圆 反超SK海力士成全球产量最高厂商
消息称三星电子考虑削减HBM3E产能,扩产1b nm通用DRAM以最大化利润
IT之家 · 12-02
消息称三星电子考虑削减HBM3E产能,扩产1b nm通用DRAM以最大化利润
消息称三星电子 2025H2 重夺谷歌 TPU 主力 HBM 供应商地位
IT之家 · 12-01
消息称三星电子 2025H2 重夺谷歌 TPU 主力 HBM 供应商地位
三星电子整合HBM技术路线 核心团队并入DRAM开发体系
快科技 · 11-28
三星电子整合HBM技术路线 核心团队并入DRAM开发体系
三星电子有望从谷歌对外出售TPU中获益 既能供应HBM又能提供代工服务
TechWeb.com.cn · 11-26
三星电子有望从谷歌对外出售TPU中获益 既能供应HBM又能提供代工服务
三星电子已出样36Gbps与32Gbps版本24Gb GDDR7,相较现有产品更快
IT之家 · 11-26
三星电子已出样36Gbps与32Gbps版本24Gb GDDR7,相较现有产品更快
三星电子在年度高管调整中晋升161人 AI、半导体高管也有调整
TechWeb · 11-25
三星电子在年度高管调整中晋升161人 AI、半导体高管也有调整
索尼、三星显示开始向三星电子交付Micro OLED
夸克显示 · 11-24
索尼、三星显示开始向三星电子交付Micro OLED
曝三星电子将增加DRAM产能 iPhone 16现谷底价果粉心碎!
ZOL中关村在线 · 11-24
曝三星电子将增加DRAM产能 iPhone 16现谷底价果粉心碎!
消息称三星电子将增加DRAM产能 以满足AI领域强劲需求
TechWeb · 11-21
消息称三星电子将增加DRAM产能 以满足AI领域强劲需求
三星电子开始年度高管调整 卢泰文已被任命为联席CEO
TechWeb · 11-21
三星电子开始年度高管调整 卢泰文已被任命为联席CEO
三星电子任命移动业务负责人为新的联席首席执行官
环球市场播报 · 11-21
三星电子任命移动业务负责人为新的联席首席执行官
韩国股市收盘上涨近2% 芯片制造商跳涨 三星电子涨超4%
环球市场播报 · 11-20
韩国股市收盘上涨近2% 芯片制造商跳涨 三星电子涨超4%
机构:三星电子第三季度DRAM销量重夺市场第一
爱集微 · 11-19
机构:三星电子第三季度DRAM销量重夺市场第一
消息称印度首富下周访韩,与三星电子李在镕讨论网络和AI合作
环球市场播报 · 11-19
消息称印度首富下周访韩,与三星电子李在镕讨论网络和AI合作
三星电子位居今年韩国上市公司慈善捐赠榜首
环球市场播报 · 11-19
三星电子位居今年韩国上市公司慈善捐赠榜首
内存、SSD价格涨上天 厂商笑开花:有多少货都不够卖
快科技 · 11-15
内存、SSD价格涨上天 厂商笑开花:有多少货都不够卖
存储“超级周期”逻辑再强化,三星部分存储芯片将涨价60%
智通财经 · 11-14
存储“超级周期”逻辑再强化,三星部分存储芯片将涨价60%
三星电子据报将服务器内存芯片合同价格提高多达60%
格隆汇 · 11-14
三星电子据报将服务器内存芯片合同价格提高多达60%
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公司概况
公司名称:
三星电子
所属市场:
PINK LIMITED
上市日期:
--
主营业务:
发行价格:
--
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nm通用DRAM以最大化利润","url":"https://stock-news.laohu8.com/highlight/detail?id=2588084002","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588084002?lang=zh_cn&edition=full","pubTime":"2025-12-02 14:29","pubTimestamp":1764656995,"startTime":"0","endTime":"0","summary":"IT之家 12 月 2 日消息,韩媒 DealSite 昨日报道称,三星电子考虑将支撑其 HBM3E 内存供应的 1a nm DRAM 产能削减 30~40%,通过制程转换提升适用于通用内存产品的 1b nm 产能,以实现利润的最大化。消息人士指出,三星电子如果将 1a nm 的 30~40% 产能和 1z nm 等更为成熟工艺的产能切换为 1b nm,则 1b nm 的投片量有望额外扩充每月 8 万片晶圆。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8okyUadQ873","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK4543","SSNLF","BK4170","DRAM"],"gpt_icon":0},{"id":"2588714423","title":"消息称三星电子 2025H2 重夺谷歌 TPU 主力 HBM 供应商地位","url":"https://stock-news.laohu8.com/highlight/detail?id=2588714423","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588714423?lang=zh_cn&edition=full","pubTime":"2025-12-01 09:30","pubTimestamp":1764552611,"startTime":"0","endTime":"0","summary":"IT之家 12 月 1 日消息,韩媒 hankyung 今早报道称,尽管 SK 海力士今年上半年向谷歌的 TPU AI 芯片供应了更多的 HBM 内存,但三星电子凭借着下半年的良好表现,全年对谷歌 TPU 的 HBM 供应占比将达到 60%。报道认为,这一表现的改善应得益于三星电子对其 HBM3E 的基石 —— 1a nm DRAM —— 进行了重新设计,解决了发热问题。尽管英伟达仍是 HBM 内存的最大买家,但来自 AI ASIC 的 HBM 内存收入正愈发重要。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201093306a4c4860b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201093306a4c4860b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["IE00BWXC8680.SGD","LU2491050071.SGD","LU0130102774.USD","LU1069344957.HKD","LU1791710400.SGD","LU0949170426.SGD","LU2362541513.USD","BK4534","SG9999014898.SGD","GOOG","LU0342679015.USD","IE0004086264.USD","LU1221951046.USD","SSNLF","USJW.SI","BK4612","IE00BFXG0V08.USD","LU2756315318.SGD","LU0314104364.USD","BK4077","LU0784385840.USD","LU2764262908.HKD","BK4514","LU1894683264.USD","LU1633808545.USD","LU0198837287.USD","LU0433182093.SGD","GOOGL","LU1435385759.SGD","LU2326559502.SGD","LU0056508442.USD","LU0417517546.SGD","LU1196500208.SGD","LU2286300806.USD","IE00B4JS1V06.HKD","LU0175139822.USD","LU2491050154.USD","LU1814569148.SGD","BK4587","LU1934455277.USD","LU0256863811.USD","LU0738911758.USD","SGXZ51526630.SGD","SG9999001077.SGD","LU1280957306.USD","LU0957808578.USD","LU1934455194.USD","LU0353189680.USD","LU0878866978.SGD","SG9999015952.SGD"],"gpt_icon":0},{"id":"2586276475","title":"三星电子整合HBM技术路线 核心团队并入DRAM开发体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2586276475","media":"快科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586276475?lang=zh_cn&edition=full","pubTime":"2025-11-28 07:43","pubTimestamp":1764286989,"startTime":"0","endTime":"0","summary":"快科技11月28日消息,据媒体报道,三星电子近期对其高带宽存储器 开发团队进行了组织调整,撤销原隶属于半导体业务DS部门下的HBM开发团队,相关人员整体并入DRAM开发室。这一变动引发市场对三星HBM业务推进节奏与内部协同效率的关注。在调整安排上,原HBM团队成员将转入DRAM开发室下属的设计团队,继续负责下一代HBM产品与技术研发。三星通过将HBM团队整合至DRAM开发体系,有望提升资源统筹与技术迭代效率,增强在高端存储市场的竞争力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8odsDi8hpwu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK4170","DRAM","BK4543","SSNLF"],"gpt_icon":0},{"id":"2586234767","title":"三星电子有望从谷歌对外出售TPU中获益 既能供应HBM又能提供代工服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2586234767","media":"TechWeb.com.cn","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586234767?lang=zh_cn&edition=full","pubTime":"2025-11-26 16:38","pubTimestamp":1764146318,"startTime":"0","endTime":"0","summary":"谷歌的TPU被其他厂商采用,虽然给英伟达在人工智能芯片方面带来了一定的挑战,但也给TPU供应链厂商带来了新的发展机遇,三星电子就是其中之一。外媒在报道中提到,考虑到三星电子此前为谷歌代工芯片的经历,外媒认为谷歌对外出售TPU,可能会促使他们扩大与三星电子的合作,既将TPU代工订单交由三星电子,也从三星电子采购高带宽存储器等存储芯片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126163838a4bb61d6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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GDDR7,相较现有产品更快","url":"https://stock-news.laohu8.com/highlight/detail?id=2586286957","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586286957?lang=zh_cn&edition=full","pubTime":"2025-11-26 09:35","pubTimestamp":1764120928,"startTime":"0","endTime":"0","summary":"IT之家 11 月 26 日消息,根据三星半导体官网公布的 GDDR7 显存产品规格,三星电子现已出样 36Gbps 与 32Gbps 速率的 24Gb (3GB) GDDR7,相较已量产的 28Gbps GDDR7 性能进一步提升。IT之家注意到,目前爆料的英伟达 GeForce RTX 50 系列 SUPER 中期迭代型号中 5080 SUPER 就将使用 32Gbps 的 24Gb 容量 GDDR7,三星预计会参与该显卡的显存供应。另一方面,SK 海力士和美光目前在官网公开的 GDDR7 均仅有 16Gb 容量版本,24Gb 款的信息尚缺。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8oagDhsvWwZ","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["SSNLF","BK4170","BK4543"],"gpt_icon":0},{"id":"2586212034","title":"三星电子在年度高管调整中晋升161人 AI、半导体高管也有调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2586212034","media":"TechWeb","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586212034?lang=zh_cn&edition=full","pubTime":"2025-11-25 17:28","pubTimestamp":1764062880,"startTime":"0","endTime":"0","summary":"而从外媒最新的报道来看,除了上周在官网上宣布的对卢泰文等3人的任命,三星电子在近期还对高管进行了调整,多人晋升。外媒的报道显示,三星电子在今年的高管调整中,晋升了161名高管,虽然不及2021年的214名,但较去年的137名有大幅增加。在三星电子今年的高管调整中,人工智能、半导体等热门和关键领域仍是重点,他们就表示,为了迅速执行事关未来的战略业务,在人工智能、机器人、半导体等领域,任命了更具竞争力的领导人才。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180409/fS-8-fyvtmxe2860194.png/w120h90l50t1c56.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180409/fS-8-fyvtmxe2860194.png/w120h90l50t1c56.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-11-25/detail-infyrfaa3019624.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, 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23:07","pubTimestamp":1763996866,"startTime":"0","endTime":"0","summary":"11月24日,据韩媒newstopkorea,三星显示公司近日开始向三星电子首款头显Galaxy XR供应Micro OLED,首批出货量预计为7000片;另一家Micro OLED屏幕供应商——索尼,预计将供应10万片,目前已交付5万片。据悉,三星显示RGB Micro OLED很可能采用直接图案化 技术。早在2023年,三星显示通过收购美国 RGB Micro OLED公司eMagin,已获得DPD技术。目前,三星显示正在其位于忠清南道天安市和牙山市的工厂加速Micro OLED技术的商业化进程。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125025114a70eda4d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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iPhone 16现谷底价果粉心碎!","url":"https://stock-news.laohu8.com/highlight/detail?id=2586412109","media":"ZOL中关村在线","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586412109?lang=zh_cn&edition=full","pubTime":"2025-11-24 17:46","pubTimestamp":1763977599,"startTime":"0","endTime":"0","summary":"值得一提的是,由于iPhone17新机的上市,导致iPhone16价格持续走低。外媒在报道中提到,全球人工智能基础设施投资扩大,导致对DRAM的需求激增,为了应对这一领域的强劲需求,三星电子决定减少部分NAND闪存产能,增加DRAM产能。对于调整的产能,外媒提到是在平泽和华城的园区,平泽园区的1号工厂、3号工厂和华城园区的工厂,是混合生产线,DRAM和NAND闪存目前都有生产,三星电子将减少平泽园区1号工厂和华城园区NAND闪存的产能,增加DRAM的产能。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-11-25/detail-infyphky3815012.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: 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以满足AI领域强劲需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2585115601","media":"TechWeb","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585115601?lang=zh_cn&edition=full","pubTime":"2025-11-21 16:12","pubTimestamp":1763712769,"startTime":"0","endTime":"0","summary":"而从外媒最新的报道来看,在AI领域需求强劲和通用DRAM价格上涨的有利形势下,三星电子有意扩大DRAM的产能。外媒在报道中提到,全球人工智能基础设施投资扩大,导致对DRAM的需求激增,为了应对这一领域的强劲需求,三星电子决定将部分NAND闪存生产线,转换为DRAM生产线。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/rCNX-fysqfnf9443640.png/w120h90l50t1d04.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/rCNX-fysqfnf9443640.png/w120h90l50t1d04.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-11-21/detail-infyeerz8809453.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, 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卢泰文已被任命为联席CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2585587111","media":"TechWeb","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585587111?lang=zh_cn&edition=full","pubTime":"2025-11-21 10:04","pubTimestamp":1763690654,"startTime":"0","endTime":"0","summary":"从三星电子在官网公布的消息来看,在3月底被任命为设备体验部门代理主管的卢泰文,已被任命为联席CEO和设备体验部门部门负责人。卢泰文被任命为联席CEO后,三星电子也时隔近8个月恢复了联席CEO的领导体制。","market":"us","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/hh59-fysqfnf9443570.png/w120h90l50t19b1.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180326/hh59-fysqfnf9443570.png/w120h90l50t19b1.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-11-21/detail-infycpue1409755.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} 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“迷你指挥中心”。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-21/doc-infycinp0097708.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SSNLF","BK4543","BK4170"],"gpt_icon":0},{"id":"2584381185","title":"韩国股市收盘上涨近2% 芯片制造商跳涨 三星电子涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584381185","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584381185?lang=zh_cn&edition=full","pubTime":"2025-11-20 15:28","pubTimestamp":1763623699,"startTime":"0","endTime":"0","summary":"韩国股市周四收盘上涨近2%,芯片制造商跳涨,此前英伟达发布了乐观的需求预测,缓解了投资者对人工智能股的担忧。韩国综合股价指数收盘上涨 75.34 点,涨幅 1.92%,报 4,004.85 点,此前连续两个交易日下跌。英伟达首席执行官黄仁勋周三淡化了对人工智能泡沫的担忧。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-20/doc-infxzvma0852296.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["SSNLF","BK4543","BK4170"],"gpt_icon":0},{"id":"2584191635","title":"机构:三星电子第三季度DRAM销量重夺市场第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2584191635","media":"爱集微","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584191635?lang=zh_cn&edition=full","pubTime":"2025-11-19 15:25","pubTimestamp":1763537152,"startTime":"0","endTime":"0","summary":"今年上半年,由于HBM市场暂时受挫,三星电子一度失去全球第一的宝座。三星电子与SK海力士的市场份额差距仅为0.4个百分点,表明市场对领先地位的竞争依然激烈。CFM指出,三星电子扩大HBM供应量以及通用DRAM价格走强是推动市场业绩反弹的关键因素。该公司第三季度HBM位单元出货量较上一季度增长85%。第三季度全球DRAM市场总销售额达400.37亿美元,环比增长24.7%。三星电子进一步巩固了其在NAND市场的领先地位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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