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taishiro
taishiro
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Yet the quarter was not entirely smooth. Net profit came in below expectations, while the Device Experience division posted an operating loss. Samsung’s headline numbers are impressive, but the strength remains concentrated in semiconductors. The company also spent KRW 29T on capital expenditure during the quarter, showing how expensive it is to build capacity for this demand. #SamsungQ3RecordProfit
taishiro
taishiro
三星的收益越来越依赖于人工智能供应链中竞争最激烈的部分之一:存储器。 第三季度营业利润达到107.4万亿韩元,半导体部门贡献了106.5万亿韩元。 创纪录的存储器收入、更高的定价以及不断增长的HBM需求是主要驱动力,随着人工智能基础设施持续推动对先进存储器和服务器存储的需求。 #SamsungQ3RecordProfit

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