Ngomhlaka-6 Meyi 2026, i-Samsung Electronics yaseNingizimu Korea ibone intengo yayo yamasheya ikhuphuka ngaphezu kuka-15% ngosuku olulodwa, kanti inani layo lemakethe lidlula uphawu lwe- $1 trillion ngokomlando, okwenza kube yibhizinisi lesibili lase-Asia ukujoyina i- "Trillion-Dollar Club" ngemuva kwe-TSMC. Lo mcimbi obalulekile embonini ye-elekthronikhi nekagesi yomhlaba wonke awuzange nje ushintshe isimo somkhakha wezobuchwepheshe bomhlaba wonke kodwa futhi usheshise ukuphindaphinda kwezigaba eziyinhloko njengemishini yasekhaya ehlakaniphile, ama-elekthronikhi abathengi, kanye nama-semiconductor, okuholela imboni ye-elekthronikhi nekagesi yomhlaba wonke esigabeni esisha sentuthuko yekhwalithi ephezulu egxile kubuchwepheshe be-AI.
Njengomholi embonini ye-elekthronikhi nekagesi yomhlaba wonke, ukuthuthuka kwe-Samsung Electronics enanini lemakethe elingu-$1 trillion akuyona ingozi, kodwa impumelelo ephelele yokwakheka kwayo kubuchwepheshe be-AI, ukuphindaphinda komkhiqizo oyinhloko, kanye nokukhula okujulile kwemakethe yomhlaba wonke. Kubikwa ukuthi i-Samsung Electronics ithole inzuzo yokusebenza engu-57.2 trillion Korean won kwikota yokuqala ka-2026, ukwanda okungaphezu kwezikhathi ezingu-8 ngonyaka. Inzuzo yayo yekota idlule inani lonyaka wonke elingu-43.6 trillion Korean won ngo-2025, kanti imali engenayo yayo ifinyelele irekhodi eliphezulu elingu-133.9 trillion Korean won. Amandla ayinhloko ashukumisayo ngemuva kwalokhu kusebenza okuvelele yintuthuko yayo yezobuchwepheshe kanye nokwanda kwemakethe kumishini yasekhaya ehlakaniphile, ama-AI chips kanye neminye imikhakha.
Ngemuva kwenani lemakethe le-Samsung elingu-$1 trillion kukhona intuthuko eqhubekayo yamabhizinisi ayinhloko njengemishini yasekhaya ehlakaniphile kanye nokuthuthukiswa okujulile kobuchwepheshe be-AI. Eminyakeni yamuva nje, i-Samsung iqhubekile nokuhlanganisa ubuchwepheshe obusezingeni eliphezulu njengemodeli ezinkulu ze-AI kanye nobuchwepheshe be-StarFlash emikhiqizweni yemishini yasekhaya ehlakaniphile, ikhuthaza ukwenyuka kwemishini yasekhaya ehlakaniphile kusukela "ekuhlakanipheni komkhiqizo owodwa" kuya "ekubambisaneni kwendlu yonke" kanye "nobuhlakani obufakiwe". Isiqandisi sayo se-AI esiqalisiwe singabona izithako ngokunembile futhi silawule ngobuhlakani indawo yokugcina; i-AI air conditioner ingafinyelela ukuxhumana okuzwayo komuntu kanye nokonga amandla; umshini wokuwasha we-AI ungafanisa ngokuzenzakalelayo izindlela zokuwasha ngokwezinto zokugqoka. Uchungechunge lokuthuthukiswa okuhlakaniphile aluzange luthuthukise ulwazi lomsebenzisi kuphela kodwa futhi lwenze ibhizinisi lemishini yasekhaya ehlakaniphile laba injini ebalulekile yokukhula kwemali engenayo ye-Samsung yomhlaba wonke.
Lokhu kuthuthuka kwenani lemakethe kugcizelela kakhulu umthelela ophazamisayo wama-chip e-AI embonini ye-elekthronikhi neyegesi yomhlaba wonke. Ama-Samsung ahola phambili kuma-chip e-HBM4 akhiqiza ngobuningi, asetshenziswe ekwakhiweni kwe-Vera Rubin AI yesizukulwane esilandelayo se-NVIDIA. Okwamanje, imithombo ikhombisa ukuthi i-Apple isezingxoxweni ne-Samsung ngokubambisana kwe-chip foundry, ihlela ukushintsha ingxenye yokukhiqizwa kwayo kwama-chip kusuka ku-TSMC kuya ku-Samsung. Uma lokhu kubambisana kuqediwe, kuzothinta ngqo indawo yomhlaba wonke ye-chip foundry futhi kunikeze ukwesekwa okuqinile kwezobuchwepheshe kwemishini yasekhaya ehlakaniphile ye-Samsung, ama-electronics abathengi kanye namanye amabhizinisi, okuqhuba intuthuko eyengeziwe ekusebenzeni kwe-AI kwemikhiqizo ehlobene.
Ngokombono womthelela wemboni yomhlaba wonke, ukungena kwe-Samsung eqenjini lentengo yemakethe elibiza ama-dollar ayi-1 trillion akubonisi nje kuphela amandla ayo kwezobuchwepheshe kanye nokuncintisana kwemakethe kodwa futhi kunethonya elikhulu embonini ye-elekthronikhi neyegesi yomhlaba wonke. Njengomholi womhlaba wonke ezintweni ezisetshenziswa ekhaya ezihlakaniphile kanye nezinto zikagesi zabathengi, ukwakheka kobuchwepheshe be-Samsung kanye nokulungiswa kwamasu kuhola ngqo isiqondiso sentuthuko yemboni yezinsiza zasekhaya ezihlakaniphile zomhlaba wonke. Ukusetshenziswa kwayo okuhlanganisiwe kobuchwepheshe be-AI kanye nezinto ezisetshenziswa ekhaya ezihlakaniphile kunikeza indlela entsha yokubhekisela kontanga bomhlaba wonke, okukhuthaza ukuguqulwa kwemboni yezinsiza zasekhaya ezihlakaniphile zomhlaba wonke kusukela "kumncintiswano wehadiwe" kuya "kumncintiswano wezobuchwepheshe" kanye "nomncintiswano wemvelo".
Ochwepheshe bemboni bahlaziya ukuthi ukuthuthuka kwe-Samsung enanini lemakethe elingu-$1 trillion kuphawula ukuthi ukuguqulwa kwe-imboni kagesi kanye nekagesi I-AI ishintshe kusukela "ekulindeni" kuya "eqinisweni", futhi isidingo se-AI ezigabeni ezifana nama-memory chips kanye nemishini yasekhaya ehlakaniphile sakhe ukukhula kwesakhiwo. Esikhathini esizayo, ngokutshalwa kwezimali okuqhubekayo kwe-Samsung kuma-AI chips kanye nemishini yasekhaya ehlakaniphile, isikhundla sayo semakethe yomhlaba wonke sizoqiniswa kakhulu. Ngesikhathi esifanayo, izoqhuba imboni yomhlaba wonke kagesi kanye nogesi ukusheshisa ukuguqulwa kwe-AI, ikhuthaze imishini yasekhaya ehlakaniphile ukuthi ithuthuke ngendlela ehlakaniphile, esindisa amandla kanye nesebenzisana nemvelo, futhi ilethe umqondo wokuphila okuhlakaniphile kubathengi abaningi emhlabeni jikelele.
Ukuthuthuka kwe-Samsung enanini lemakethe elingama- $1 trillion akuyona nje ingqophamlando yebhizinisi uqobo kodwa futhi kuyiphuzu elibalulekile lokuthuthukiswa kwemboni ye-elekthronikhi nekagesi yomhlaba wonke. Iqhutshwa ukuthuthuka okuqhubekayo kobuchwepheshe be-AI, izinto zikagesi zasekhaya ezihlakaniphile, njengenjini eyinhloko yokukhula kwemboni, zizoqhubeka nokuhola ukuphindaphinda nokuthuthukiswa kwemboni ye-elekthronikhi nekagesi yomhlaba wonke. Ukusungula izinto ezintsha kwezobuchwepheshe kanye nokuhlelwa kwamasu kwamabhizinisi aholayo njenge-Samsung kuzokhuthaza intuthuko yomhlaba wonke yekhwalithi ephezulu yemboni ye-elekthronikhi nekagesi yomhlaba wonke futhi kwakhiwe kabusha iphethini entsha yentuthuko yemboni.
Isikhathi sokuthunyelwe: Meyi-21-2026
