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三星、SK海力士加码中国NAND产能!西安、大连扩产同步加速

2026-08-25 17:46:53 网络 阅读(2)

三星电子(005930KS) 与SK海力士(000660KS) 正同步加快在中国的NAND快闪记忆体布局,两家南韩记忆体大厂计划在明年前陆续完成新一轮设备投资,锁定人工智慧(AI)伺服器带动的高阶储存需求成长。

三星、SK海力士加码中国NAND产能!西安、大连扩产同步加速

根据《ZDnet》报导,三星电子已具体化西安厂第9代NAND转换投资计划,并确定追加设备投资方案,相关设备采购订单预计在今年底前敲定,补充投资则规划于明年下半年启动。

三星第9代NAND采用280层堆叠架构,是目前最先进的NAND产品之一,该产线预计月产能可达4万至5万片晶圆。

为强化第9代NAND量产的稳定性,三星近期进一步确定追加投资计划,主要增加蚀刻制程设备。NAND需要将大量记忆体单元垂直堆叠,因此制程必须在晶圆上蚀刻出极深的通道孔,对蚀刻设备的精度及加工深度要求相当高。

业界人士透露,三星预计明年下半年执行相关补充投资,设备采购订单则预计在今年底前确定。

受到AI伺服器等应用对高阶NAND需求快速成长的带动,三星将在今年与明年分阶段扩大中国先进NAND产能。

与此同时,SK海力士则已自今年第3季起,在大连第2座工厂推进NAND产品升级所需的设备投资,目前规划的产能规模约为每月3万片晶圆,相关投资预计持续至明年。

大连厂此次投资也代表SK海力士在中国的NAND产能建置进一步加速,与三星西安厂的扩产计划形成呼应。

分析指出,两家南韩记忆体大厂接连扩大中国产线投资,显示中国工厂在其高阶NAND产品布局中的重要性持续提高。

随着AI基础设施建置加速,高阶NAND需求快速增加,也成为此次扩产计划的重要推力,将进一步提高两家企业高阶产品的供应能力。

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    "description": "AI伺服器带动高阶NAND需求成长,三星电子与SK海力士同步加码中国产能,三星西安厂扩充第9代NAND,SK海力士大连厂月产能目标3万片晶圆。",
    "img": "https://cimg.cnyes.cool/prod/news/6586055/l/88e694704743d9f0b937eb24700317d1.jpg",
    "content": "<p>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>) 正同步加快在中国的NAND快闪记忆体布局,两家南韩记忆体大厂计划在明年前陆续完成新一轮设备投资,锁定人工智慧(AI)伺服器带动的高阶储存需求成长。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586055/l/88e694704743d9f0b937eb24700317d1.jpg\" alt=\"三星、SK海力士加码中国NAND产能!西安、大连扩产同步加速\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《ZDnet》报导,三星电子已具体化西安厂第9代NAND转换投资计划,并确定追加设备投资方案,相关设备采购订单预计在今年底前敲定,补充投资则规划于明年下半年启动。</p>\n\n<p>三星第9代NAND采用280层堆叠架构,是目前最先进的NAND产品之一,该产线预计月产能可达4万至5万片晶圆。</p>\n\n<p>为强化第9代NAND量产的稳定性,三星近期进一步确定追加投资计划,主要增加蚀刻制程设备。NAND需要将大量记忆体单元垂直堆叠,因此制程必须在晶圆上蚀刻出极深的通道孔,对蚀刻设备的精度及加工深度要求相当高。</p>\n\n<p>业界人士透露,三星预计明年下半年执行相关补充投资,设备采购订单则预计在今年底前确定。</p>\n\n<p>受到AI伺服器等应用对高阶NAND需求快速成长的带动,三星将在今年与明年分阶段扩大中国先进NAND产能。</p>\n\n<p>与此同时,SK海力士则已自今年第3季起,在大连第2座工厂推进NAND产品升级所需的设备投资,目前规划的产能规模约为每月3万片晶圆,相关投资预计持续至明年。</p>\n\n<p>大连厂此次投资也代表SK海力士在中国的NAND产能建置进一步加速,与三星西安厂的扩产计划形成呼应。</p>\n\n<p>分析指出,两家南韩记忆体大厂接连扩大中国产线投资,显示中国工厂在其高阶NAND产品布局中的重要性持续提高。</p>\n\n<p>随着AI基础设施建置加速,高阶NAND需求快速增加,也成为此次扩产计划的重要推力,将进一步提高两家企业高阶产品的供应能力。</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/AI/article-277.html\" title=\"2小时破解!CodeWall旗下AI智能体仅花20美元运算资源 攻破160亿美元巨头的安全系统\">2小时破解!CodeWall旗下AI智能体仅花20美元运算资源 攻破160亿美元巨头的安全系统</a></li>\n    <li><a href=\"/new/AI/article-318.html\" title=\"记忆体要凉了?三星高级顾问:明年下半价格开始实质下跌\">记忆体要凉了?三星高级顾问:明年下半价格开始实质下跌</a></li>\n    <li><a href=\"/new/AI/article-4451.html\" title=\"外资恐被迫卖超韩股!高盛:三星SK海力士权重越高 每增1%将逼走20亿美元资金\">外资恐被迫卖超韩股!高盛:三星SK海力士权重越高 每增1%将逼走20亿美元资金</a></li>\n    <li><a href=\"/new/AI/article-10610.html\" title=\"中国人形机器人 占全球出货量97% 确立早期领先优势\">中国人形机器人 占全球出货量97% 确立早期领先优势</a></li>\n    <li><a href=\"/new/AI/article-10288.html\" title=\"SK海力士调整中国布局?30亿美元重庆厂传寻找投资人\">SK海力士调整中国布局?30亿美元重庆厂传寻找投资人</a></li>\n    <li><a href=\"/new/AI/article-1895.html\" title=\"1人取代30人!AI重塑亚洲外包版图:印度、菲律宾百万工作岗位告急\">1人取代30人!AI重塑亚洲外包版图:印度、菲律宾百万工作岗位告急</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-08-25T05:10:06.000Z",
    "updatedAt": "2026-08-25T09:46:53.000Z"
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