三星:美韓貿易協議將減少不確定性 與Tesla(TSLA.US)簽約料晶片訂單將大增
三星電子表示,美國與南韓達成貿易協議將可減少不確定性,密切關注兩國就協議的具體內容所進行的後續討論,集團亦會此制定相應的策略。
三星第二季經營溢利按年下跌55%至4.7萬億韓圜(約33.7億美元),創六個季度以來新低。晶片部門利潤僅為4,000億韓圜,遠低於去年同期的6.5萬億韓圜,跌幅達94%。
三星預計在與Tesla(TSLA.US)簽署165億美元的協議後將可獲得大量晶片訂單,公司位於美國德州的晶片工廠將於明年開始生產。整體而言,預計今年下半年產業環境將有所改善,主要受惠於雲端服務供應商的持續投資所帶來的AI需求。
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