AIチップ需要の急増でSamsungの時価総額が1兆ドルに到達
Samsungは水曜日、株価が10%以上急騰し、時価総額1兆ドルに到達した。この節目は、AIインフラに不可欠なHBM(高帯域幅メモリ)チップの高い需要に牽引され、前年比800%の増益を記録した決算発表に続くもの。また、Appleが米国国内でのチップ製造についてSamsungと協議中と報じられている。
Samsung joined the trillion-dollar valuation club on Wednesday as shares jumped more than 10%, driven by soaring demand for AI hardware. The company reported profits eight times higher than the previous year, fueled by High-Bandwidth Memory (HBM) chips essential for AI data centers. Reports indicate Apple is negotiating with Samsung to manufacture chips in the U.S., potentially diversifying its supply chain beyond TSMC. Samsung faces rising competition from SK Hynix and looming labor strikes as workers demand a share of the AI windfall.