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三星 Q1 2026 超越台積電：先分清 DS、HBM 與 Foundry
2026 年第一季的「三星超越台積電」主要是三星 DS 半導體部門在 AI 記憶體週期中爆發：DS 銷售額 81.7 兆韓元、營業利益 53.7 兆韓元；但這不是 Samsung Foundry 對 TSMC 的同口徑反超[33][4]。 台積電同期仍有 US$35.90 billion 營收、66.2% 毛利率、58.1% 營業利益率，7 奈米及以下先進製程占晶圓收入 74%；代工本業地位沒有因單季跨口徑比較被改寫[22][11]。
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openai.comCreate a landscape editorial hero image for this Studio Global article: 三星 Q1 2026 超越台積電：AI 記憶體贏一季，不是晶圓代工反超. Article summary: 2026 年第一季，三星看似「超越台積電」的關鍵是 DS 半導體部門：DS 銷售額 81.7 兆韓元、營業利益 53.7 兆韓元，主因記憶體與高附加價值 AI 產品；但這不是 Samsung Foundry 對台積電的同口徑勝利[33][4]。. Topic tags: semiconductors, tsmc, samsung, ai, ai memory. Reference image context from search candidates: Reference image 1: visual subject "2026 年Q1 三星DS 半導體部門睽違29 季在規模與獲利上超過台積電，主因是AI 記憶體/HBM 帶動DS 營業利益達53.7 兆韓元；但這是DS 對台積電的跨口徑比較，不" source context "三星為何在 2026 Q1 超越台積電？看懂 DS、HBM 與 Foundry 的差別 | 答案 | Studio Global" Reference image 2: visual subject "台積電2奈米機密外洩引科技安全與國安警示，台灣加強防護策略因應挑戰" source context "三星為何在 2026 Q1 超越台積電？看懂 DS、HBM 與 Foundry 的差別 | 答案 | Studio Global" Style: premium digital editorial illustration, source-backed research mood, clean composition, high detail, modern web publication hero. Use reference image context only for broad subj
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「三星 Q1 2026 超越台積電：先分清 DS、HBM 與 Foundry」的簡短答案是什麼？
2026 年第一季的「三星超越台積電」主要是三星 DS 半導體部門在 AI 記憶體週期中爆發：DS 銷售額 81.7 兆韓元、營業利益 53.7 兆韓元；但這不是 Samsung Foundry 對 TSMC 的同口徑反超[33][4]。
最值得優先驗證的重點是什麼？
2026 年第一季的「三星超越台積電」主要是三星 DS 半導體部門在 AI 記憶體週期中爆發：DS 銷售額 81.7 兆韓元、營業利益 53.7 兆韓元；但這不是 Samsung Foundry 對 TSMC 的同口徑反超[33][4]。 台積電同期仍有 US$35.90 billion 營收、66.2% 毛利率、58.1% 營業利益率，7 奈米及以下先進製程占晶圓收入 74%；代工本業地位沒有因單季跨口徑比較被改寫[22][11]。
來源
- [4] Samsung memory profits rival SK hynix as DS unit tops TSMC after ...biz.chosun.com
Samsung Electronics' memory division posted an operating margin in the first quarter similar to SK hynix. ... By contrast, Samsung Electronics also produced commodity DRAM, yet its memory business remained highly profitable, which analysts say drove overall...
- [7] Samsung's profit surged 8x in Q1 2026, driven by AI data center boomsammobile.com
Its profit in Q1 2026 alone has surpassed Samsung’s total profit for the entire previous year. ... Samsung announced today that its revenue reached KRW 133 trillion (around $100 billion) during the first quarter (Q1) of this year, while its operating profit...
- [11] TSMC vs Intel Foundry vs Samsung Foundry 2026 - SemiWikisemiwiki.com
TSMC is the undisputed leader in pure-play foundry manufacturing. By focusing exclusively on manufacturing and avoiding competition with its customers in chip design, TSMC has built deep trust with fabless companies such as Nvidia, AMD, Apple, and Qualcomm....
- [22] TSMC (NYSE: TSM) Q1 2026 profit jumps 58% with ... - Stock Titanstocktitan.net
TSMC (NYSE: TSM) Q1 2026 profit jumps 58% with 30% 2026 growth target ... Taiwan Semiconductor Manufacturing Company (TSMC) reported very strong first quarter 2026 results. Revenue reached NT$1,134.10 billion (US$35.90 billion), up 35.1% year-over-year, whi...
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