AI需求推升記憶體缺貨　三星第2季營業利益估大增

中央社報導，人工智慧帶動記憶體需求增加，記憶體供不應求，也讓晶片價格上升。市場分析師預估，三星電子第2季營業利益可能比去年同期大增約18倍，原因包括高頻寬記憶體、傳統DRAM和NAND需求都變強。三星也是輝達、Google和蘋果等科技公司的重要記憶體供應商。

中央社引述路透社報導，AI推論基礎設施需求強勁，持續超越全球記憶體製造商供應成長速度，使記憶體長期短缺並推升晶片價格。分析師估計，三星電子4月至6月季度營業利益可望達86兆韓元，若與去年同期相比約增18倍，並連3季創歷史新高。這波成長不只來自高頻寬記憶體，也反映傳統DRAM與NAND在代理型AI擴大到更多運算工作負載後，對伺服器記憶體與儲存容量提出更高需求。

English Summary

CNA reports that demand from artificial intelligence is increasing the need for memory chips, creating shortages and pushing chip prices higher. Analysts expect Samsung Electronics’ second-quarter operating profit to be about 18 times higher than a year earlier, helped by stronger demand for high-bandwidth memory as well as traditional DRAM and NAND. Samsung is also a key memory supplier to major technology companies such as Nvidia, Google, and Apple.

CNA, citing Reuters, reports that strong demand for AI inference infrastructure continues to outpace the growth of global memory manufacturers’ supply, causing a prolonged shortage and higher chip prices. Analysts estimate Samsung Electronics’ April-to-June operating profit could reach 86 trillion won, roughly 18 times the same period last year and a third straight quarterly record. The growth is driven not only by high-bandwidth memory, but also by stronger traditional DRAM and NAND demand as agentic AI expands into broader computing workloads and requires more server memory and storage capacity.