三星利润飙升，AI推动内存短缺

Samsung Electronics reported a dramatic surge in quarterly earnings, with operating profit rising more than eight-fold year over year as demand for artificial intelligence infrastructure pushed memory prices sharply higher. The company said operating profit reached 57.2 trillion won, far exceeding market expectations, while revenue climbed to a record 133.9 trillion won. The results reflect a major shift in the semiconductor market. After several years of cyclical weakness and oversupply in memory chips, the rise of AI workloads has flipped the balance. Demand from data centers and hyperscale cloud providers is now outpacing supply, particularly for advanced memory used in AI servers. …