以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Samsung Memory
18 atoms · 跨 6 天 · 首见 2026-04-29 · 最近 2026-06-11
三色: 🟦 fact 17 · 🟥 take 1 · stance ▲10/▼0/◆0
来源: X 18
时态: fresh:13 · expired:4 · aging:1
标签: 好观点:9 · 好数字:8 · 好信源:3
叙事 (narrative) (1)
- 2026-04-29
[老化中] · Foundry 部门增强 Memory 竞争力
The Foundry division’s performance is in turn reinforcing the competitiveness of Samsung’s Memory division.
tags: 好观点 · → daily
预测 (forecast) (8)
- 2026-05-01 · DRAM和NAND短缺预测
Severe DRAM and NAND shortages through 2027. Possibly 2028.
tags: 好信源 · → daily
value: date=2027
- 2026-04-29 · memory price trend
Memory prices will continue along current rising trend
tags: 好观点 · → daily
value: direction=rising
- 2026-04-29 · 2H 2026 demand and cost outlook
2nd Half demand to continue to rise and costs to also rise
tags: 好观点 · → daily
value: date=2H 2026
- 2026-04-29 · 2027 supply-demand gap outlook
2027 supply-demand gap to widen compared to 2026
tags: 好观点 · → daily
value: direction=widen · date=2027
展开 4 条老旧 / 已过期
- 2026-04-29
[已过期] · Q2 2026 demand outlook
Memory demand expected to remain strong in Q2 on AI
tags: 好观点 · → daily
value: qty=strong · date=Q2 2026
- 2026-04-29
[已过期] · HBM4E sample delivery timeline
Next-gen HBM4E samples to be delivered in Q2
tags: 好观点 · → daily
value: date=Q2 2026
- 2026-04-29
[已过期] · Q2 2026 DRAM bit growth outlook
Q2 DRAM bit growth seen up mid-single digit % vs Q1
tags: 好数字 · → daily
value: qty=mid-single digit % · date=Q2 2026
- 2026-04-29
[已过期] · Q2 2026 NAND bit growth outlook
Q2 NAND bit growth seen up low-single digit % vs Q1
tags: 好数字 · → daily
value: qty=low-single digit % · date=Q2 2026
事实 (fact) (9)
- 2026-05-22 ⭐ · 员工奖金谈判结果
Samsung’s memory chip employees negotiated $340,000 bonuses this year
tags: 好数字·好信源 · → daily
value: qty=$340,000 · date=2026
- 2026-04-29 · demand fulfillment rate
Samsung’s demand fulfillment is at a record low
tags: 好数字·好观点 · → daily
value: qty=record low
- 2026-06-11 · 工厂扩建状态
한국의 삼성전자가 대대적인 공장 증설에 나선 상태
tags: 好信源 · → daily
value: qty=대대적인 공장 증설
- 2026-05-17 · sold memory below average cost in 2022/2023
I did not see anyone helping out SK hynix, Samsung or Micron when they were selling memory below their average cost in 2022/2023.
tags: 好数字 · → daily
value: date=2022/2023
- 2026-04-29 · Q1 2026 revenue
Memory revenue rose 101% to ₩74.8 trillion won (QoQ)
tags: 好数字 · → daily
value: qty=₩74.8 trillion · date=Q1 2026
- 2026-04-29 · Q1 2026 revenue record high
Memory set record high quarterly revenue and operating profit on AI demand, memory shortages, higher average selling price
tags: 好数字 · → daily
value: qty=record high · date=Q1 2026
- 2026-05-26 · Q1 2026 DRAM market share
三星2026年Q1份额: 38%
tags: 好数字 · → daily
value: qty=38% · date=Q1 2026
- 2026-04-29 · supply-demand balance
Supply is still far short of customer demand
tags: 好观点 · → daily
value: qty=far short of demand
- 2026-04-29 · 2027 demand booking status
2027 demand already being booked
tags: 好观点 · → daily
value: date=2027
时间轴 (近 20)
- 2026-06-11 ·
fact · 工厂扩建状态 · → daily
- 2026-05-26 ·
fact · Q1 2026 DRAM market share · → daily
- 2026-05-22 ·
fact · 员工奖金谈判结果 · → daily
- 2026-05-17 ·
fact · sold memory below average cost in 2022/2023 · → daily
- 2026-05-01 ·
forecast · DRAM和NAND短缺预测 · → daily
- 2026-04-29 ·
narrative · Foundry 部门增强 Memory 竞争力 · → daily
- 2026-04-29 ·
fact · Q1 2026 revenue · → daily
- 2026-04-29 ·
fact · Q1 2026 revenue record high · → daily
- 2026-04-29 ·
forecast · Q2 2026 demand outlook · → daily
- 2026-04-29 ·
forecast · memory price trend · → daily
- 2026-04-29 ·
forecast · HBM4E sample delivery timeline · → daily
- 2026-04-29 ·
forecast · 2H 2026 demand and cost outlook · → daily
- 2026-04-29 ·
fact · supply-demand balance · → daily
- 2026-04-29 ·
fact · demand fulfillment rate · → daily
- 2026-04-29 ·
fact · 2027 demand booking status · → daily
- 2026-04-29 ·
forecast · 2027 supply-demand gap outlook · → daily
- 2026-04-29 ·
forecast · Q2 2026 DRAM bit growth outlook · → daily
- 2026-04-29 ·
forecast · Q2 2026 NAND bit growth outlook · → daily
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