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2025-11-19
这篇文章不错，转发给大家看看
机构：三星电子第三季度DRAM销量重夺市场第一
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构：三星电子第三季度DRAM销量重夺市场第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-19 15:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据市场研究公司ChinaFlashMarket（CFM）11月19日发布的数据显示，三星电子第三季度DRAM销售额环比增长29.6%，达到139.42亿美元，该公司市场份额达到34.8%，重回榜首。今年上半年，由于HBM市场暂时受挫，三星电子一度失去全球第一的宝座。下半年，该公司业务重回正轨，实现了业务复苏。SK海力士同期销售额达137.9亿美元，以34.4%的市场份额位居第二。三星电子与SK...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4512":"苹果概念","BK4543":"AI","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4141":"半导体产品","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","SSNLF":"三星电子","BK4575":"芯片概念","BK4566":"资本集团","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","DRAM":"达泰莱","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4588":"碎股","MU":"美光科技","BK4579":"人工智能","BK4605":"半导体精选","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4170":"电脑硬件、储存设备及电脑周边","LU0056508442.USD":"贝莱德世界科技基金A2","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584191635","content_text":"据市场研究公司ChinaFlashMarket（CFM）11月19日发布的数据显示，三星电子第三季度DRAM销售额环比增长29.6%，达到139.42亿美元，该公司市场份额达到34.8%，重回榜首。今年上半年，由于HBM市场暂时受挫，三星电子一度失去全球第一的宝座。下半年，该公司业务重回正轨，实现了业务复苏。SK海力士同期销售额达137.9亿美元，以34.4%的市场份额位居第二。三星电子与SK海力士的市场份额差距仅为0.4个百分点，表明市场对领先地位的竞争依然激烈。排名第三的美光科技销售额为89.84亿美元，市场份额为22.4%。CFM指出，三星电子扩大HBM供应量以及通用DRAM价格走强是推动市场业绩反弹的关键因素。该公司第三季度HBM位单元出货量较上一季度增长85%。这主要得益于开始向英伟达交付第五代HBM3E。人工智能数据中心对内存需求的激增导致PC和智能手机等消费级IT设备对DRAM的供应短缺，推高了价格。此外，自数据统计开始以来，整体内存市场规模也创下历史新高。第三季度全球DRAM市场总销售额达400.37亿美元，环比增长24.7%。与去年同期相比，增幅高达54%。NAND闪存市场也录得184.22亿美元的销售额，环比增长16.8%。三星电子进一步巩固了其在NAND市场的领先地位。该公司以53.66亿美元的NAND销售额继续保持第一的位置，市场份额达到29.1%。紧随其后的是SK海力士（19.2%）、铠侠（16.5%）、西部数据（12.5%）和美光（12.2%）。CFM预测，由于各应用领域的内存供应持续短缺，且供应商库存水平仍然较低，因此内存价格将保持强势，预计第四季度内存市场规模将再创新高。（校对/李梅）","news_type":1,"symbols_score_info":{"MU":0.9,"SSNLF":1.5,"DRAM":1.5}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":501898666914504,"gmtCreate":1763552682181,"gmtModify":1763557090217,"author":{"id":"3522298820119659","authorId":"3522298820119659","name":"Oym_6310","avatar":"https://static.tigerbbs.com/1eccd7447af7a196f77f7b2876e29244","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3522298820119659","idStr":"3522298820119659"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501898666914504","repostId":"2584191635","repostType":2,"repost":{"id":"2584191635","kind":"news","pubTimestamp":1763537152,"share":"https://www.laohu8.com/m/news/2584191635?lang=zh_CN&edition=full","pubTime":"2025-11-19 15:25","market":"us","language":"zh","title":"机构：三星电子第三季度DRAM销量重夺市场第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2584191635","media":"爱集微","summary":"今年上半年，由于HBM市场暂时受挫，三星电子一度失去全球第一的宝座。三星电子与SK海力士的市场份额差距仅为0.4个百分点，表明市场对领先地位的竞争依然激烈。CFM指出，三星电子扩大HBM供应量以及通用DRAM价格走强是推动市场业绩反弹的关键因素。该公司第三季度HBM位单元出货量较上一季度增长85%。第三季度全球DRAM市场总销售额达400.37亿美元，环比增长24.7%。三星电子进一步巩固了其在NAND市场的领先地位。","content":"<html><body><article><p>据市场研究公司ChinaFlashMarket（CFM）11月19日发布的数据显示，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>第三季度DRAM销售额环比增长29.6%，达到139.42亿美元，该公司市场份额达到34.8%，重回榜首。今年上半年，由于HBM市场暂时受挫，<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>一度失去全球第一的宝座。下半年，该公司业务重回正轨，实现了业务复苏。</p><p>SK海力士同期销售额达137.9亿美元，以34.4%的市场份额位居第二。三星电子与SK海力士的市场份额差距仅为0.4个百分点，表明市场对领先地位的竞争依然激烈。排名第三的<a href=\"https://laohu8.com/S/MU\">美光科技</a>销售额为89.84亿美元，市场份额为22.4%。</p><p>CFM指出，三星电子扩大HBM供应量以及通用DRAM价格走强是推动市场业绩反弹的关键因素。该公司第三季度HBM位单元出货量较上一季度增长85%。这主要得益于开始向<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>交付第五代HBM3E。人工智能数据中心对内存需求的激增导致PC和智能手机等消费级IT设备对DRAM的供应短缺，推高了价格。</p><p>此外，自数据统计开始以来，整体内存市场规模也创下历史新高。第三季度全球DRAM市场总销售额达400.37亿美元，环比增长24.7%。与去年同期相比，增幅高达54%。NAND闪存市场也录得184.22亿美元的销售额，环比增长16.8%。</p><p>三星电子进一步巩固了其在NAND市场的领先地位。该公司以53.66亿美元的NAND销售额继续保持第一的位置，市场份额达到29.1%。紧随其后的是SK海力士（19.2%）、铠侠（16.5%）、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>（12.5%）和美光（12.2%）。</p><p>CFM预测，由于各应用领域的内存供应持续短缺，且供应商库存水平仍然较低，因此内存价格将保持强势，预计第四季度内存市场规模将再创新高。（校对/李梅）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构：三星电子第三季度DRAM销量重夺市场第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-19 15:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据市场研究公司ChinaFlashMarket（CFM）11月19日发布的数据显示，三星电子第三季度DRAM销售额环比增长29.6%，达到139.42亿美元，该公司市场份额达到34.8%，重回榜首。今年上半年，由于HBM市场暂时受挫，三星电子一度失去全球第一的宝座。下半年，该公司业务重回正轨，实现了业务复苏。SK海力士同期销售额达137.9亿美元，以34.4%的市场份额位居第二。三星电子与SK...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4512":"苹果概念","BK4543":"AI","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4141":"半导体产品","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","SSNLF":"三星电子","BK4575":"芯片概念","BK4566":"资本集团","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","DRAM":"达泰莱","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4588":"碎股","MU":"美光科技","BK4579":"人工智能","BK4605":"半导体精选","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4170":"电脑硬件、储存设备及电脑周边","LU0056508442.USD":"贝莱德世界科技基金A2","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584191635","content_text":"据市场研究公司ChinaFlashMarket（CFM）11月19日发布的数据显示，三星电子第三季度DRAM销售额环比增长29.6%，达到139.42亿美元，该公司市场份额达到34.8%，重回榜首。今年上半年，由于HBM市场暂时受挫，三星电子一度失去全球第一的宝座。下半年，该公司业务重回正轨，实现了业务复苏。SK海力士同期销售额达137.9亿美元，以34.4%的市场份额位居第二。三星电子与SK海力士的市场份额差距仅为0.4个百分点，表明市场对领先地位的竞争依然激烈。排名第三的美光科技销售额为89.84亿美元，市场份额为22.4%。CFM指出，三星电子扩大HBM供应量以及通用DRAM价格走强是推动市场业绩反弹的关键因素。该公司第三季度HBM位单元出货量较上一季度增长85%。这主要得益于开始向英伟达交付第五代HBM3E。人工智能数据中心对内存需求的激增导致PC和智能手机等消费级IT设备对DRAM的供应短缺，推高了价格。此外，自数据统计开始以来，整体内存市场规模也创下历史新高。第三季度全球DRAM市场总销售额达400.37亿美元，环比增长24.7%。与去年同期相比，增幅高达54%。NAND闪存市场也录得184.22亿美元的销售额，环比增长16.8%。三星电子进一步巩固了其在NAND市场的领先地位。该公司以53.66亿美元的NAND销售额继续保持第一的位置，市场份额达到29.1%。紧随其后的是SK海力士（19.2%）、铠侠（16.5%）、西部数据（12.5%）和美光（12.2%）。CFM预测，由于各应用领域的内存供应持续短缺，且供应商库存水平仍然较低，因此内存价格将保持强势，预计第四季度内存市场规模将再创新高。（校对/李梅）","news_type":1,"symbols_score_info":{"MU":0.9,"SSNLF":1.5,"DRAM":1.5}},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
