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"title": "铠侠与Sandisk携手加码日本快闪记忆体 总投资上看310亿美元",
"shortTitle": "铠侠与Sandisk携手加码日本快闪记忆体 总投资上看310",
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"description": "2026年08月27日（优分析／产业数据中心报导）⸺ 日本快闪记忆体大厂铠侠Kioxia Holdings(285A-JP)与美系记忆体厂Sandisk(SNDK-US)宣布扩大策略伙伴关系，双方合资计划至2032年止将在日本追加投资超过310亿美元，用于支援既有生产基地的基础建设扩建与新产能建置，凸显全球记忆体大厂在人工智慧伺服器需求带动下加速扩产的最新动向。 根据宣布内容，这笔资金将用于强化三重县四日市（Yokkaichi）与岩手县北上市（Kitakami）两座既有生产基地的基础建设，铠侠同",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6589173/o/5987b6f34f59719e2ba7de58704ce714.jpg\" alt=\"日本首相高市早苗（中）27日在东京首相官邸，与铠侠Kioxia执行长太田博夫及SanDisk执行长David Goeckeler会面前合影。铠侠计划与生产合作伙伴SanDisk共同投资超过1兆日圆，在岩手县北上市的北上工厂兴建记忆体新厂。Reuters/TPG\" /><p>2026年08月27日（优分析／产业数据中心报导）⸺ 日本快闪记忆体大厂铠侠Kioxia Holdings(285A-JP)与美系记忆体厂Sandisk(SNDK-US)宣布扩大策略伙伴关系，双方合资计划至2032年止将在日本追加投资超过310亿美元，用于支援既有生产基地的基础建设扩建与新产能建置，凸显全球记忆体大厂在人工智慧伺服器需求带动下加速扩产的最新动向。</p>\n<p>根据宣布内容，这笔资金将用于强化三重县四日市（Yokkaichi）与岩手县北上市（Kitakami）两座既有生产基地的基础建设，铠侠同时将在北上厂区新建一座生产设施，借此提升公司整体NAND快闪记忆体产能，以因应未来数年持续成长的订单能见度。</p>\n<p>铠侠与Sandisk长期采合资晶圆生产模式，双方共同投资、共享NAND快闪记忆体产能，是仅次于三星电子Samsung Electronics(005930-KR)的全球第二大NAND供应商联盟。近期在AI伺服器与资料中心对高容量储存需求急速成长带动下，NAND与DRAM价格同步走升，市场人士认为记忆体大厂正加大资本支出，卡位下一轮AI基础建设投资热潮，此次追加逾310亿美元的资本计划，是今年以来全球记忆体供应链中规模数一数二的扩产宣布。</p>\n<p>铠侠已于2024年12月在东京证券交易所挂牌上市，是日本近年最大规模的科技类IPO之一；Sandisk则于2025年自威腾电子Western Digital(WDC-US)分割独立上市。两家公司近期股价同步受惠于记忆体涨价循环与AI需求题材，此次追加投资进一步强化其作为全球快闪记忆体关键供应商的地位，后续投产进度与资本支出规划，将是市场观察记忆体产业景气的重要指标。</p><p>※ 本文经「优分析」授权转载，原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/5635254149\">原文连结</a>\n <br>※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-10639.html\" title=\"微软自研AI晶片大扩产 传台积电拿下逾30万颗订单\">微软自研AI晶片大扩产 传台积电拿下逾30万颗订单</a></li>\n <li><a href=\"/new/mg/article-10894.html\" title=\"美股夏季派对遇乱流 美债殖利率飙升成最大威胁\">美股夏季派对遇乱流 美债殖利率飙升成最大威胁</a></li>\n <li><a href=\"/new/mg/article-12945.html\" title=\"美债已替Fed升息？投资人等华许在杰克森霍尔说清楚\">美债已替Fed升息？投资人等华许在杰克森霍尔说清楚</a></li>\n <li><a href=\"/new/mg/article-5067.html\" title=\"记忆体见顶？美银驳：「三大利空」都不成立\">记忆体见顶？美银驳：「三大利空」都不成立</a></li>\n <li><a href=\"/new/mg/article-7691.html\" title=\"进军AI伺服器CPU市场！辉达Vera正式出货 直攻英特尔、超微地盘\">进军AI伺服器CPU市场！辉达Vera正式出货 直攻英特尔、超微地盘</a></li>\n <li><a href=\"/new/mg/article-7453.html\" title=\"欧盟祭DSA史上最贵罚单 阿里巴巴遭重罚5.5亿欧元\">欧盟祭DSA史上最贵罚单 阿里巴巴遭重罚5.5亿欧元</a></li>\n </ul>\n</div>",
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