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营收利润预计录得史上最高仍难留人！三星代工部门陷人员流失危机_我的网站

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A | 2026年上半年，三星半导体依托AI HBM需求高景气，预计录得史上最高半年营收利润约146万亿韩元。据券商预测，三星电子DS部门今年营业利润有望逼近400万亿韩元。

B | 然而，业绩新高并未提振股价，同期公司股价持续震荡走弱，7月至今三星电子股价已下跌26.95%（以7月20日收盘价计）。据韩联社7月16日报道，三星工会公开的一份问卷调查数据，更将市场视线从外部财务表现拉回至内部人才危机——晶圆代工部门员工离职意向高达81.5%。

    A rescue boat is seen moves through a flooded area in Longzhou, South China's Guangxi Zhuang Autonomous Region, on August 24, 2026, after heavy rainfall brought by Typhoon Narra and upstream inflows caused water levels along the Zuojiang River to rise. Photo: VCGTyphoon Narra, the 19th typhoon of the year, made landfall along the coast of Changjiang county in South China's Hainan Province at around 6:40 pm on Tuesday, after bringing heavy rainfall and flooding to southern regions, triggering evacuation of 50,000 people across Guangxi Zhuang Autonomous Region.
Guangxi faced its most severe flooding in decades, with 14 rivers at 20 hydrological stations surpassing warning levels by 0.37 to 7.69 meters. The Mingjiang River recorded its highest flood peak since records began in 1953, surging 6.69 meters above the warning level, while the Zuojiang River saw its highest levels since 1986, the Xinhua News Agency reported on Tuesday.
According to a report from China News Service, the flood which hit the Zuojiang River brought the peak water level to 123.54 meters, 7.34 meters above the warning level.
A total of 15,535 people in Longzhou county have been evacuated and relocated, while rescue teams are carrying out relief operations for affected residents, China News reported on Tuesday.
Longzhou county lies along the China-Vietnam border, where the Ping'er River, an upstream tributary of the Zuojiang River, flows across the border. Flood conditions in Longzhou therefore depend not only on local rainfall but also on water flowing in from Vietnam. The Chinese side remains in daily contact with the Vietnamese side to keep track of inflows along the Ping'er River, China News Service reported.
An earlier report from Xinhua said that, as of Sunday, the typhoon had affected 61,000 people across Guangxi, with 54,000 people relocated due to the disaster and 8,087 placed in emergency shelters.
Since forming on August 21, Typhoon Narra has barely moved, lingering over the Beibu Gulf. As of 1 pm Tuesday, its center was located over the Beibu Gulf about 55 kilometers west-northwest of Dongfang city in South China's Hainan Province, maintaining tropical storm intensity, China Central Television (CCTV) News reported on Tuesday.
The Guangxi water resources authority on Tuesday upgraded its flood-control emergency response for Guigang, while maintaining higher-level responses in several other cities, including Chongzuo, Fangchenggang and Nanning, CCTV reported.
China's National Meteorological Center (NMC) said Typhoon Narra would make landfall or brush past Hainan, making landfall in Guangdong and Guangxi coastal areas on Tuesday night or Wednesday morning. It was packing winds of up to 20 meters per second near its center, with gale-force winds extending 100 to 150 kilometers outward — roughly comparable to the distance between New York City and Philadelphia. Narra is expected to weaken rapidly after making landfall.
Global Times
。         三星“半导体资源错配”：存储吃饱，代工跌倒          本次工会调研覆盖DS事业部8297名在岗员工。数据显示，韩国晶圆代工部门两年内离职意向高达81.5%——其中62%表示“意愿非常强烈”，19%表示“意愿较高”。这一数字远高于DS事业部49.5%的整体均值，是存储事业部（32.7%）离职意向的两倍以上。

C | 此外，系统LSI部门离职意向为75.4%，半导体研究所为60.6%。换言之，除存储业务外，三星非存储技术研发与代工生产板块已普遍出现军心不稳现象。在DS事业部七大业务板块中，晶圆代工部门的人员流失情绪最为严重。三星电子某处办公楼图源：受访者提供据韩联社，本次大规模离职情绪爆发的直接导火索，指向今年5月劳资双方达成的半导体专项绩效制度。该制度设计为按业务部门分别核算，导致同等基础年薪的员工因所属部门不同，实际到手薪酬悬殊可达三倍。按全年营业利润300万亿韩元测算，存储事业部员工（年薪1亿韩元基准）可获专项奖金约5.5亿韩元及OPI奖5000万韩元，合计6亿韩元；而晶圆代工等非存储部门仅获专项奖1.6亿韩元加OPI奖5000万韩元，合计2.1亿韩元。DX设备事业部则仅获约600万韩元奖励，差距更为悬殊。值得一提的是，三星电子今年上半年目标达成激励金（TAI）已于7月8日发放，存储事业部获最高额度（基本工资100%），而晶圆代工和系统LSI事业部仅为75%。

D | 三星晶圆工厂一线员工李某向财闻表示：“我们厂今年营收涨幅、产品良率都是全年最高，按业绩贡献本该拿到匹配回报，但结果完全不符预期。” 其工友金某则直言：“同样挂着三星的logo，没有哪个岗位是轻松的。

E | 代工绩效核算像凑零钱，存储部门算奖金像清点现金。现在的分配方式，等于把代工部门当成了内部‘福利券部门’。” 此前，韩国共同民主党议员朴敏圭于7月8日牵头提出《劳动基准法》修订案，允许在劳动者明确同意或劳资集体协议下，将绩效奖金等部分薪资以地区爱心消费券形式发放。三星电子支部工会指出，此举动摇了薪资以现金发放的基本原则，属高风险尝试，强调：“若消费券与现金等值，应首先适用于国会议员津贴及活动经费，而非普通劳动者。

F | ” 另一工友韩某无奈：“我想换的扫地机用公司给的‘福利券’抵扣后还差2万韩元，我还得贴钱才能把商品带回家，这算哪门子奖金啊？” 人才流失的冲击波震动业务运营端据韩媒The Elec报道，受全球晶圆代工订单激增及内部工程人力持续承压影响，三星电子正考虑将谷歌2纳米TPU的I/O Die后端设计外包。该芯片由联发科联合设计，最快2028年量产，其中运算核心由台积电1.4纳米制造，I/O Die由三星2纳米生产，负责连接运算核心与HBM内存的数据传输。

G | 后端设计涵盖逻辑电路布局布线、可测性设计（DFT）搭建与设计验证等物理实现环节。此前三星特斯拉2纳米芯片设计全由内部完成；但当前2纳米订单激增（客户包括Anthropic、DeepX等），叠加台积电产能趋近上限，订单持续向三星外溢，促使三星评估外包可行性。

H | 三星电子某处办公楼图源：受访者提供候选厂商为AD Technology、Gaon Chips与Alpha Chips。其中AD正推进2纳米CPU项目ADP620，目标2028–2029年实现万亿韩元营收；Gaon正筹备韩国产业部8000亿韩元级K端侧AI项目，联合现代开发5纳米ADAS芯片。两家因项目饱和及后端设计附加值较低（合同金额通常仅数十亿韩元，远低于完整ASIC项目数百亿至数千亿韩元规模）接单意愿有限，但为获取头部标杆案例仍可能承接部分业务。Alpha Chips参与意愿较为积极。针对代工板块离职预警，三星工会已召开政策委员会会议，公布调查结果并研讨人才留存及2027年薪酬协商对策。工会委员长崔胜浩称，员工危机感突出，急需实效性措施。