\u201eSamsung Electronics\u201c paskelb\u0117, kad 2026 met\u0173 pirm\u0105j\u012f ketvirt\u012f jos veiklos pelnas \u0161oktel\u0117jo daugiau nei a\u0161tuonis kartus ir vir\u0161ijo analitik\u0173 l\u016bkes\u010dius. Augim\u0105 daugiausia l\u0117m\u0117 su DI susijusi duomen\u0173 centr\u0173 pl\u0117tra ir d\u0117l to brangstanti atminties lust\u0173 produkcija.<\/p>\n
Bendrov\u0117s pajamos siek\u0117 apie 133,9 trln. Piet\u0173 Kor\u0117jos von\u0173, o veiklos pelnas \u2013 apie 57,2 trln. von\u0173. Perskai\u010diavus, tai sudaro ma\u017edaug 85,2 mlrd. eur\u0173 pajam\u0173 ir apie 36,4 mlrd. eur\u0173 veiklos pelno, o pelno \u0161uolis per metus vir\u0161ijo 750 proc.<\/p>\n
Pagrindiniu varikliu tapo lust\u0173 padalinys DS (Device Solutions), apimantis atminties lustus, projektavim\u0105 ir gamybos paslaugas. Jo veiklos pelnas pasiek\u0117 apie 34,2 mlrd. eur\u0173, kai prie\u0161 metus tuo pa\u010diu laikotarpiu jis buvo apie 0,6 mlrd. eur\u0173.<\/p>\n
Rinkoje DI paklausa ypa\u010d i\u0161augino serveriams ir spartintuvams reikaling\u0173 atminties lust\u0173 poreik\u012f, o pasi\u016bla nesp\u0117ja vytis u\u017esakym\u0173. \u201eSamsung\u201c pripa\u017e\u012fsta, kad turimi atminties paj\u0117gumai nuo paklausos atsilieka, o dalis klient\u0173, bijodami tr\u016bkumo, u\u017esakymus kelia \u012f priek\u012f ir jau planuoja 2027 met\u0173 poreikius.<\/p>\n
Did\u017eiausi\u0105 reik\u0161m\u0119 DI infrastrukt\u016brai turi didel\u0117s spartos HBM atmintis, kuri naudojama moderniuose duomen\u0173 centr\u0173 sprendimuose. \u201eSamsung\u201c ple\u010dia HBM krypt\u012f ir skelbia prad\u0117jusi masin\u0119 HBM4 gamyb\u0105 bei siuntas klientams, ta\u010diau \u0161iame segmente i\u0161lieka itin a\u0161tri konkurencija su SK Hynix.<\/p>\n
Remiantis rinkos tyrim\u0173 bendrov\u0117s Counterpoint Research duomenimis, SK Hynix pra\u0117jusi\u0173 met\u0173 pabaigoje pagal HBM pajamas pirmavo su 57 proc. rinkos dalimi. Analitikai pa\u017eymi, kad \u201eSamsung\u201c technologinis atotr\u016bkis naujausioje kartoje ma\u017e\u0117ja, bet lyderyst\u0117s kova dar nesibaig\u0117.<\/p>\n
\u201eAtmintis vis tvir\u010diau \u012fsitvirtina kaip lemiamas veiksnys, nuo kurio priklauso DI infrastrukt\u016bros s\u0117km\u0117 ar nes\u0117km\u0117\u201c, \u2013 sak\u0117 Counterpoint Research analitikas Jeongku Choi.<\/p>\n
Vis d\u0117lto spartus atminties lust\u0173 kain\u0173 kilimas gali b\u016bti dvipusis kardas pa\u010diai \u201eSamsung\u201c. Brangesni komponentai didina spaudim\u0105 vartotoj\u0173 elektronikos segmentams, \u012fskaitant i\u0161maniuosius telefonus ir buitin\u0119 technik\u0105, tod\u0117l bendrovei gali tekti ie\u0161koti balanso tarp pelning\u0173 lust\u0173 pardavim\u0173 ir konkurencing\u0173 galutini\u0173 produkt\u0173 kain\u0173.<\/p>\n
Prie rizik\u0173 priskiriamos ir geopolitin\u0117s \u012ftampos, galin\u010dios paveikti \u017ealiav\u0173 bei energijos tiekimo grandines. \u201eSamsung\u201c teigia stebinti situacij\u0105 Artimuosiuose Rytuose ir vertinanti galim\u0105 poveik\u012f tiekimo stabilumui bei ka\u0161tams.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u201eSamsung\u201c prane\u0161\u0117 apie rekordin\u012f 2026 met\u0173 pirmojo ketvir\u010dio pelno \u0161uol\u012f: DI bumas didina HBM ir serveri\u0173 atminties paklaus\u0105, o pasi\u016bla nesp\u0117ja.<\/p>\n","protected":false},"author":0,"featured_media":15578,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[5017,102,2007,5018,1471,783,5016],"miestas":[],"class_list":["post-15577","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-atminties-lustai","tag-dirbtinis-intelektas","tag-duomenu-centrai","tag-hbm","tag-puslaidininkiai","tag-samsung","tag-samsung-electronics"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/15577","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=15577"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/15577\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/15578"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=15577"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=15577"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=15577"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=15577"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}