三星市值突破1万亿美元，正值苹果芯片多元化谈判期间
Source: MacRumors
Samsung reaches $1 trillion valuation
Samsung today reached a valuation of $1 trillion for the first time, reports Bloomberg. The surge is driven by strong demand for its memory chips, and the stock jumped 14.4 % on the day.
三星成为继苹果供应商台积电之后第二家市值突破 1 万亿美元 的亚洲公司。上周，其半导体制造业务远超分析师预期，报告的营业收入为 360 亿美元，而预测仅为 244 亿美元。
Apple chip diversification talks
Rumors surfaced that Apple has been speaking with Intel and Samsung about taking on some processor manufacturing for its devices. Apple is looking to diversify its supply chain amid ongoing chip shortages. During Apple’s earnings call, CEO Tim Cook said iPhone 17 shipments were constrained because Apple “could not get enough” of the A19 and A19 Pro chips that TSMC makes.
有传闻称，苹果已 与英特尔和三星 进行沟通，探讨让它们承担部分设备的处理器制造。面对持续的芯片短缺，苹果希望实现供应链多元化。在苹果财报电话会议上，CEO Tim Cook 表示，iPhone 17 的出货受限，因为苹果“无法获得足够的”台积电生产的 A19 与 A19 Pro 芯片。
Samsung’s future plans
Samsung said it plans to secure flagship SoC design wins in the second half of 2026. Development of its 1.4 nm node is on track, and the company is “pursuing the expansion of large‑scale 2 nm customers.” Apple is preparing to jump to 2 nm chips soon, and the upcoming iPhone 18 models could be the first to feature chips built on the new node.
三星表示计划在 2026 年下半年 确保旗舰级 SoC 设计订单。其 1.4 nm 制程 正在按计划推进，公司正“积极拓展大规模 2 nm 客户”。苹果也在准备尽快转向 2 nm 芯片，预计即将推出的 iPhone 18 机型可能成为首批采用该新制程芯片的产品。
The company also expects server memory demand to remain strong in the latter part of 2026, positioning it for further growth in the coming months.
公司还预计 服务器内存需求 在 2026 年后半年仍将保持强劲，为未来几个月的进一步增长奠定基础。
Market‑cap comparison
- Samsung: $1 trillion
- Apple: >$4 trillion
- TSMC: $2 trillion
While Samsung’s mobile unit faces pressure from rising material and component costs, its chip business continues to drive robust performance.
- 三星: 1 万亿美元
- 苹果: 超过 4 万亿美元
- 台积电: 2 万亿美元
尽管三星的移动业务受到材料和组件成本上升的压力，其芯片业务仍在持续推动强劲表现。