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"title": "AI需求太旺 三星、SK海力士大举扩充中国NAND产能",
"shortTitle": "AI需求太旺 三星、SK海力士大举扩充中国NAND产能",
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"description": "南韩两大记忆体晶片厂三星电子(005930KS) 与 SK海力士(000660KS) 正加大中国 NAND 快闪记忆体产能投资。业界消息指出，两家公司计划明年积极推进中国 NAND 生产线设备投资，其中三星将扩充西安厂先进 V9 NAND 产能，SK 海力士则重启大连二厂扩产，规划新增每月约 3 万片晶圆产能。 三星自今年上半年以来，持续对中国西安 X2 生产线进行 V9 NAND 升级投资。V9 NAND 采用 280 层堆叠技术，属于三星先进 NAND 产品，预计西安厂相关产能每月可达 4 ",
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"content": "<p>南韩两大记忆体晶片厂三星电子(<a data-symbol-template=\"GF:005930KS:FUTURES:STOCK\" href=\"#\">005930KS</a>) 与 SK海力士(<a data-symbol-template=\"GF:000660KS:FUTURES:STOCK\" href=\"#\">000660KS</a>) 正加大中国 NAND 快闪记忆体产能投资。业界消息指出，两家公司计划明年积极推进中国 NAND 生产线设备投资，其中三星将扩充西安厂先进 V9 NAND 产能，SK 海力士则重启大连二厂扩产，规划新增每月约 3 万片晶圆产能。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586050/l/e01a9dfa5e1f4b29a0858b61ae3602ee.jpg\" alt=\"AI需求太旺 三星、SK海力士大举扩充中国NAND产能\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>三星自今年上半年以来，持续对中国西安 X2 生产线进行 V9 NAND 升级投资。V9 NAND 采用 280 层堆叠技术，属于三星先进 NAND 产品，预计西安厂相关产能每月可达 4 万至 5 万片晶圆。</p>\n\n<p>目前三星正敲定进一步投资计划，以强化西安厂 V9 NAND 产能，重点之一是增加蚀刻制程设备。</p>\n\n<p>蚀刻是 NAND 制造的重要环节，由于 NAND 需要垂直堆叠数百层储存单元，制程中必须钻出深度极高的电子通道孔，因此蚀刻技术直接影响先进 NAND 的量产能力。</p>\n\n<p>三星已决定自明年下半年起追加投资，以确保 V9 NAND 稳定量产，相关设备采购订单预计今年底左右陆续敲定。</p>\n\n<p>业界人士指出，三星规划今年与明年分阶段投资，扩大中国先进 NAND 产能，主要是因应人工智慧（AI）伺服器等应用带动高阶 NAND 需求快速增加。</p>\n\n<p>SK 海力士也同步加码中国。公司自今年第三季起，持续升级大连二厂 NAND 生产设施，目前讨论中的投资规模约为每月 3 万片晶圆产能。</p>\n\n<p>大连厂原为英特尔(<a data-symbol-template=\"USS:INTC:STOCK:COMMON\" href=\"#\">INTC-US</a>) NAND 业务的一部分，SK 海力士在 2020 年下半年收购英特尔 NAND 业务时取得该生产基地，并于 2022 年为大连二厂举行动土仪式，原本计划进一步扩大 NAND 产能，但受到市场状况等因素影响，相关设备投资一度暂停。</p>\n\n<p>随着 NAND 市场需求变化，SK 海力士如今重新启动扩产。业界人士透露，公司计划在明年上半年以前，于大连二厂完成每月 3 万片晶圆产能的 NAND 生产线投资，蚀刻设备等关键制造设备则预计从下个月起正式进场。</p>\n\n<p>三星与 SK 海力士此次同步加码中国 NAND 生产基地，显示两家南韩记忆体大厂正加快先进 NAND 产能布局。三星聚焦西安 V9 NAND 扩产，SK 海力士则推进大连二厂设备投资，两家公司相关扩产计划都将延续至明年。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-12673.html\" title=\"美国再施压ASML对中断供 中国自制DUV微影机开始量产\">美国再施压ASML对中断供 中国自制DUV微影机开始量产</a></li>\n <li><a href=\"/hour/article-12722.html\" title=\"汽车板厂敬鹏1200张库藏股提前买齐 每股买回均价41.65元\">汽车板厂敬鹏1200张库藏股提前买齐 每股买回均价41.65元</a></li>\n <li><a href=\"/hour/article-12696.html\" title=\"美启动「经济放逐行动」制裁伊朗 多家中国、香港企业被列入名单\">美启动「经济放逐行动」制裁伊朗 多家中国、香港企业被列入名单</a></li>\n <li><a href=\"/hour/article-12674.html\" title=\"贝森特买美债计划遭痛批！Druckenmiller警告：政府干预殖利率「终将失败」\">贝森特买美债计划遭痛批！Druckenmiller警告：政府干预殖利率「终将失败」</a></li>\n <li><a href=\"/hour/article-12675.html\" title=\"中国先进晶片加速扩产 高盛：供需缺口将从92%锐减至34%\">中国先进晶片加速扩产 高盛：供需缺口将从92%锐减至34%</a></li>\n <li><a href=\"/hour/article-12672.html\" title=\"比特币突破8万美元创3个月新高 货币贬值交易轧爆空头\">比特币突破8万美元创3个月新高 货币贬值交易轧爆空头</a></li>\n </ul>\n</div>",
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