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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
一 | 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。
A Chinese research team has identified a new potential target to develop antidepressant drug from Qingyangshen, or Root of Auricledleaf Swallowwort, a traditional ethnic medicinal plant long used in Southwest China's Yunnan Province, according to Kunming University of Science and Technology, Science and Technology Daily reported Sunday.
The team, led by professors Xu Tianrui and Xiang Cheng from the university's School of Life Science and Technology, found that Qingyangshen glycosides, the plant's core active compound, can alleviate depression-related behaviors by simultaneously suppressing inflammation, reducing oxidative damage and stabilizing neurotransmitters in the brain.
The findings were published in the international journal Phytomedicine.
Depression has become a widespread mental health disorder globally, while existing clinical drugs fail to provide effective treatment for more than 30 percent of patients, according to the researchers. Previous studies have established a strong link between chronic inflammation and depression, but existing anti-inflammatory drugs have limited targeting capabilities, underscoring the need for new therapeutic targets and lead compounds.
Qingyangshen, a plant of the Cynanchum genus in the Apocynaceae family, has long been used as a traditional medicine by ethnic groups including the Naxi, Yi and Bai peoples in Yunnan, mainly for treating neurological conditions such as epilepsy and neurasthenia.
The researchers systematically examined the pharmacological effects of Qingyangshen extract and its core active compound, Qingyangshen glycosides. Tests using mouse, zebrafish and fruit fly models repeatedly showed that the compound significantly improved depression-related behaviors induced by inflammation, according to the report.
To identify the compound's target, the team developed a dual-discrimination model for four subtypes of prostaglandin E2 receptors and combined it with AI-powered machine learning. The researchers screened hundreds of G protein-coupled receptors and identified the prostaglandin E2 subtype 4 receptor as the direct target of Qingyangshen glycosides.
Multiple molecular experiments confirmed that the compound binds directly to the receptor and acts as an inhibitory ligand. Further experiments involving animals with the receptor knocked out in the hippocampus showed that the antidepressant effects of Qingyangshen glycosides disappeared completely when the receptor was absent, providing the first in-vivo evidence that the receptor is essential for the compound's therapeutic effects.
The study establishes the prostaglandin E2 subtype 4 receptor as a potential new target for antidepressant drug development and points to a new approach to treating depression through inflammatory pathways. It also identifies Qingyangshen glycosides as a potential lead compound for developing highly targeted anti-inflammatory antidepressants, creating a research chain from ethnic medicinal plants and active compounds to drug targets and new drug development.
Global Times
。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%。 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。 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。
二 | 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%。 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。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。” 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。
三 | 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。 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。
四 | 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。 此前，英伟达首席执行官黄仁勋在中国台湾台北君悦酒店举行的全球媒体记者会上回应三星电子绩效奖金争议时称：“员工应该拿到尽可能多的报酬”，并强调自己一贯提供丰厚奖励，可向其员工核实。 截至目前，三星企业方暂未出台任何实质性调整方案，仍维持现有绩效分配体系，劳资双方博弈仍在持续。
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