严重缺货！全球存储巨头启动扩产

芯报告2025-12-22

全球半导体产业竞争加剧，存储芯片制造商加快生产，应对来自AI服务器的需求。三星电子已逐渐增加DRAM和NAND产线的利用率，并扩大HBM等高端产品的产量。三星在11月决定平泽五厂恢复施工，预定2028年开始量产，加强该公司满足先进存储芯片需求的能力。SK海力士位于淸州的新M15X厂也准备投产，该厂将聚焦于DRAM和其他AI相关的存储芯片产品。高层表示，SK海力士力图赶在2027年前，完成位于龙仁...

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