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"description": "三星电子晶圆代工客户数以2017年独立法人为基准已增至约3倍,目标2029年达约4倍。 HPC营收比重由2017年5%升至28%,目标2029年冲到66%,客户将逾半。 三星将把AI加速器、伺服器CPU/GPU与5奈米以下、GAA及先进封装推向HPC客户。",
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"content": "<p>南韩三星电子周二(29日)释出晶圆代工中长期扩客目标,代工事业部高层卢美贞表示,以2017年该业务首度独立法人为基准,目前客户数已增至约3倍,预计2029年进一步达到约4倍,由现有以行动装置为主转向AI与高效能运算(HPC)扩张。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6617586/l/600e15e1512d0b383707f542b43f430c.jpg\" alt=\"对台积电下战书!三星电子:2029年晶圆代工客户将增至2017年的4倍左右\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>《韩联社》报导,HPC相关占三星电子营收比重2017年仅5%,如今升至28%,公司目标2029年冲到66%,届时HPC客户数占整体客户逾半,营收贡献也将远超一半。</p>\n\n<p>卢美贞指出,AI加速器、伺服器CPU、GPU及相关先进节点需求,是代工订单重心,三星会把5奈米以下、GAA先进制程与先进封装一并推向HPC客户。</p>\n\n<p>业界人士解读,三星代工过去客户集中于自有手机与部分外部移动晶片,先进制程良率与接单稳定性长期受关注,如今喊出2029年客户4倍、HPC占比66%,等于直接向台积电AI代工版图抢单,后续关键在2奈米GAA量产时程、SF2/SF3系良率、多客户tape-out数量,以及HBM、CXL、先进封装协同接单能力。若客户多元化达标,三星代工可望降低对手机周期依赖;若先进制程良率与产能利用率落后,HPC占比目标仍可能面临下修压力。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-10753.html\" title=\"年轻拚收入、中年顾本金,提高报酬前先搞懂你几岁了?\">年轻拚收入、中年顾本金,提高报酬前先搞懂你几岁了?</a></li>\n <li><a href=\"/new/tw/article-14126.html\" title=\"台股强弹但量能未跟上? 降低短线操作,低基期防御族群接棒!\">台股强弹但量能未跟上? 降低短线操作,低基期防御族群接棒!</a></li>\n <li><a href=\"/new/tw/article-5259.html\" title=\"智邦6月营收年增6成连续3月破纪录 Q2、上半年同步创高\">智邦6月营收年增6成连续3月破纪录 Q2、上半年同步创高</a></li>\n <li><a href=\"/new/tw/article-10548.html\" title=\"台积电7月营收年增44.68%!Q3达标不难,真正考验在Q4\">台积电7月营收年增44.68%!Q3达标不难,真正考验在Q4</a></li>\n <li><a href=\"/new/tw/article-8296.html\" title=\"〈台股盘后〉台积电稳盘 回测4万3止稳 量缩小跌20点仍未收复季线\">〈台股盘后〉台积电稳盘 回测4万3止稳 量缩小跌20点仍未收复季线</a></li>\n <li><a href=\"/new/tw/article-4776.html\" title=\"台积电强势站稳重要均线 法人看好11档高含积量ETF波段行情启动\">台积电强势站稳重要均线 法人看好11档高含积量ETF波段行情启动</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-29T02:55:32.000Z",
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