Прибыль Samsung Electronics за квартал вырос почти в восемь раз, продажи чипов с искусственным интеллектом идут на ура

Samsung Electronics’ quarterly profit surged nearly eightfold beyond expectations, highlighting strong demand for memory chips used for artificial intelligence (AI) and data centers, despite uncertainty triggered by the Middle East war.

The company, a conglomerate business ranging from chips to smart phones, reported that its preliminary operating profit for the March quarter was 57.2 trillion won (US$37.9 billion), setting a record high and also exceeding the average analyst expectation of 39.3 trillion won. Revenue for the quarter rose to 133 trillion won, above the average analyst expectation of 116.8 trillion won. The company will release its full financial statements later this month, including net profit and detailed data for each division.

Samsung Electronics’ share price rose more than 120% last year, but has fallen about 12% since reaching a peak in February, as people worry that the Iran conflict could drive up prices and interest rates, and undermine the sustainability of the momentum for large-scale AI hardware spending.

Customers led by cloud service providers placed large orders with Samsung, boosting sales and profit margins. In a report dated April 2, analysts Peter Lee and Jayden Oh of Citigroup wrote that the global average DRAM selling price jumped 64% in the first quarter compared with the previous quarter.

After the earnings announcement, Samsung Electronics’ share price rose 5% in pre-market trading.

Огромные объемы информации, точная интерпретация — в приложении Sina Finance

Ответственный: Лю Минлянь