韩国政府与三星、SK海力士商讨新的大规模芯片投资计划

环球市场播报06-24

韩国总统政策室长金容范周三表示，韩国政府正与三星电子和SK海力士就半导体生产设施下一阶段的大规模投资计划进行磋商，并称关于新建芯片产业集群的公告将于近期发布。金容范在一次讨论会上表示，受人工智能行业驱动的芯片需求呈现“指数级和爆发式”增长，这可能要求两家公司将正在进行的新芯片工厂建设进度提前10年以上，至2034-2035年。“问题在于我们将如何支持人工智能革命。展望七八年后的下一阶段，我们面临的...

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Mediator
06-24
Mediator
小心AI上游投资回落后，这种大规模长期固定投资怎么办，要不建，已经投了，前面沉没成本太高，要继续减，可能反而扩大长期亏损。

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href=https://finance.sina.com.cn/stock/usstock/c/2026-06-24/doc-inieniee6396063.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>韩国总统政策室长金容范周三表示，韩国政府正与三星电子和SK海力士就半导体生产设施下一阶段的大规模投资计划进行磋商，并称关于新建芯片产业集群的公告将于近期发布。金容范在一次讨论会上表示，受人工智能行业驱动的芯片需求呈现“指数级和爆发式”增长，这可能要求两家公司将正在进行的新芯片工厂建设进度提前10年以上，至2034-2035年。“问题在于我们将如何支持人工智能革命。展望七八年后的下一阶段，我们面临的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-24/doc-inieniee6396063.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a0f1b6b9000b9465d59cd8c0ec5ecfa","relate_stocks":{"FLKR":"Franklin FTSE South Korea ETF","MKOR":"Matthews Korea Active ETF","07747":"南方两倍做多三星电子","KB":"韩国国民银行","KF":"韩国基金","SKHY":"SK海力士","KT":"韩国电信","SKM":"韩国SK电信","DDI":"DoubleDown Interactive","CPNG":"Coupang, Inc.","KORU":"3倍做多韩国ETF-Direxion","GRVY":"重力社","PKX":"浦项钢铁","KEP":"韩国电力","SHG":"新韩金融","09347":"XI二南三星-U","KPOP":"KPOP AND KOREAN ENTERTAINMENT 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ADS"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-24/doc-inieniee6396063.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2645521865","content_text":"韩国总统政策室长金容范周三表示，韩国政府正与三星电子和SK海力士就半导体生产设施下一阶段的大规模投资计划进行磋商，并称关于新建芯片产业集群的公告将于近期发布。金容范在一次讨论会上表示，受人工智能行业驱动的芯片需求呈现“指数级和爆发式”增长，这可能要求两家公司将正在进行的新芯片工厂建设进度提前10年以上，至2034-2035年。“问题在于我们将如何支持人工智能革命。展望七八年后的下一阶段，我们面临的挑战是寻找一块巨大的新场地来建设第二个集群，”金容范表示。","news_type":1,"symbols_score_info":{"SKM":2,"07709":2,"07747":2,"KF":2,"EWY":2,"DDI":2,"SHG":2,"CPNG":2,"KB":2,"KT":2,"KORU":2,"FLKR":2,"LPL":2,"SKHY":1,"KPOP":2,"MKOR":2,"09347":1.47,"GRVY":2,"PKX":2,"KEP":2}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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