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"title": "SK海力士拟赴日本合资设记忆体晶片厂！南韩5.4兆韩元扩产同步推进",
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"description": "AI需求推升记忆体市场，SK海力士评估在日本成立合资企业、兴建记忆体晶片厂，并计划在南韩投入5.4兆韩元扩产，同步布局美国先进封装产能。",
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"content": "<p>人工智慧（AI）热潮持续推升记忆体需求，南韩记忆体大厂SK海力士(<a data-symbol-template=\"GF:000660KS:FUTURES:STOCK\" href=\"#\">000660KS</a>) 正评估在日本成立合资企业、兴建记忆体晶片厂的可行性，作为扩充产能、满足AI市场需求并控制生产成本的选项之一。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6592015/l/74ec08e468218b5ec768d6a4a9b4b2e4.jpg\" alt=\"SK海力士拟赴日本合资设记忆体晶片厂！南韩5.4兆韩元扩产同步推进\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《彭博》报导，SK集团董事长崔泰源（Chey Tae-won）日前在日本仙台出席韩日商会相关会议期间表示，公司正评估多个地点，作为共同营运工厂的可能选址。</p>\n\n<p>崔泰源接受《彭博新闻》采访时表示：「我们正在日本各地寻找。」他指出，任何「电力和水资源充足」的地方都可以考虑。</p>\n\n<p>当被问及这类合资事业可能的合作伙伴或日本境内的具体地点时，崔泰源拒绝进一步说明。SK集团旗下事业版图涵盖能源、电信及晶片等多个领域，集团层级会负责主要投资的资本配置。</p>\n\n<p>AI热潮已让位于南韩利川（Icheon）的SK海力士成为崔泰源旗下SK集团最重要的核心事业之一。</p>\n\n<p>该公司的产品协助辉达(<a data-symbol-template=\"USS:NVDA:STOCK:COMMON\" href=\"#\">NVDA-US</a>) 及资料中心业者进行AI运算。SK海力士上周已为位于美国印第安纳州的晶片封装厂举行动工仪式，目前也正进一步探索海外扩张的可能性。</p>\n\n<p>SK海力士正全球寻找可能的晶片生产基地，以因应AI带动的庞大资料储存需求，同时也必须应对美国遏制中国科技发展野心的相关措施。</p>\n\n<p>该公司计划在南韩投入5.4兆韩元（约390亿美元）扩建晶片制造设施，并在美国印第安纳州西拉法叶（West Lafayette）兴建先进记忆体封装厂。</p>\n\n<p>SK海力士寻找日本生产据点，是公司整体深化与日本客户及供应商合作计划的一环。该公司目前已间接持有总部位于东京的快闪记忆体制造商铠侠（Kioxia）相当规模的股权。</p>\n\n<p>SK海力士执行长Kwak Noh-Jung上周表示，公司正「审慎评估如何与客户及供应商共同开发NAND快闪记忆体市场」。</p>\n\n<p>除了高频宽记忆体（HBM）之外，NAND的需求也大幅增加。Meta(<a data-symbol-template=\"USS:META:STOCK:COMMON\" href=\"#\">META-US</a>) 、亚马逊(<a data-symbol-template=\"USS:AMZN:STOCK:COMMON\" href=\"#\">AMZN-US</a>) 等投入巨资的企业，正竞相取得规模越来越大的资料储存容量，同时追求比传统硬碟更快的效能。</p>\n\n<p>SK海力士的竞争对手美光科技(<a data-symbol-template=\"USS:MU:STOCK:COMMON\" href=\"#\">MU-US</a>) 在日本西部广岛设有工厂。日本也聚集SK海力士广泛的供应商，从未上市的Namics 到半导体设备大厂东京威力科创，以及包括索尼(<a data-symbol-template=\"USS:SONY:STOCK:COMMON\" href=\"#\">SONY-US</a>) 和任天堂在内的众多客户。</p>\n\n<p>日本政府也已展现大力补贴国际晶片制造商在当地扩充产能的意愿，包括台积电(<a data-symbol-template=\"TWS:2330:STOCK:COMMON\" href=\"#\">2330-TW</a>) 等企业。</p>\n\n<p>身兼大韩商工会议所会长的崔泰源，在韩、日两国商会会长年度会议召开前，出席一场聚焦两国劳动力缩减问题的活动时表示：「现在正是韩国与日本组成经济联盟的时候。」</p>\n\n<p class=\"warning\">（本文不开放合作伙伴转载）</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-8085.html\" title=\"美中小科技业者联名反对封杀中国AI模型 白宫内部意见分歧\">美中小科技业者联名反对封杀中国AI模型 白宫内部意见分歧</a></li>\n <li><a href=\"/new/AI/article-501.html\" title=\"特斯拉＋SpaceX也比不上！分析师看好「这一股」：获利碾压、市值一年内就超越\">特斯拉＋SpaceX也比不上！分析师看好「这一股」：获利碾压、市值一年内就超越</a></li>\n <li><a href=\"/new/AI/article-9452.html\" title=\"韩股崩盘 散户失去信心 直呼再也不碰韩股了\">韩股崩盘 散户失去信心 直呼再也不碰韩股了</a></li>\n <li><a href=\"/new/AI/article-3336.html\" title=\"美AI出口管制失算！欧洲企业告别矽谷转投中国怀抱 DeepSeek、Qwen成大赢家\">美AI出口管制失算！欧洲企业告别矽谷转投中国怀抱 DeepSeek、Qwen成大赢家</a></li>\n <li><a href=\"/new/AI/article-4132.html\" title=\"ABF迎史上最大缺货潮！AI代理、HPC需求暴增 供应链迎最强卖方市场\">ABF迎史上最大缺货潮！AI代理、HPC需求暴增 供应链迎最强卖方市场</a></li>\n <li><a href=\"/new/AI/article-4694.html\" title=\"用AI打败AI！AI求职作弊泛滥 亚马逊、谷歌与字节跳动等企业使出杀手锏反击\">用AI打败AI！AI求职作弊泛滥 亚马逊、谷歌与字节跳动等企业使出杀手锏反击</a></li>\n </ul>\n</div>",
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