三星电子2026年Q2财报：在AI热潮下存储芯片量价齐升，营收171.5万亿韩元（同比+130%），营业利润89.5万亿韩元（同比+1813.8%），双创新高。半导体贡献超99%利润，HBM成绝对引擎，已连续三季破纪录。
在人工智能产业爆发式增长的推动下，全球存储芯片巨头SK海力士计划本周在美国纳斯达克启动上市，预计筹资280亿美元，有望成为史上第二大IPO。此次上市将发行存托凭证（ADR），每10份ADR兑1股普通股，最终条款本周敲定。
美银分析师指出，AI正引发存储芯片结构性变革，AI专用存储供需失衡将至少持续至2027年末。该芯片产能需求是传统产品的3到4倍，并强调“没有存储芯片，就没有人工智能”。存储厂商盈利飙升并非周期性回暖，而是由AI驱动的根本性转型。
三星电子一季度财报亮眼，营业利润飙升至57.2万亿韩元，同比涨幅超750%，创历史新高。这主要得益于人工智能领域强劲需求及存储芯片价格上涨。营收也实现增长，存储业务重回巅峰，远超市场预期。
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