三星电子发布一季度业绩预告，营业利润预计达57.2万亿韩元，远超市场预期，同比大幅增长。这主要得益于AI基础设施需求激增，推动公司利润实现强劲反弹。
OpenAI为摆脱对英伟达依赖，正加速自研AI处理器，并与三星电子达成关键合作。三星将为其供应下一代高带宽内存HBM4芯片，用于OpenAI首款自研AI芯片。这标志着OpenAI从软件向硬件领域的重要跨越，其“星门项目”背后的算力野心进一步显现。
三星电子计划在2030年前将全球生产体系升级为“AI工厂”，以自主决策的Agentic AI为核心，实现从原材料到成品的全链路自治化，覆盖生产调度、质量监测和物流管理。
得益于全球AI竞赛引发的芯片需求激增，三星电子2025年业绩表现强劲。全年营业利润同比增长33.2%至43.6万亿韩元，销售额增长10.9%至333.6万亿韩元，净利润增长31.2%至45.2万亿韩元。第四季度表现尤为突出，营业利润同比大幅飙升，创下历史纪录。
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