晨星：SK海力士及三星电子投资计划或带来未来十年存储供应过剩风险

智通财经06-29

智通财经APP获悉，三星电子及SK海力士公布大规模投资计划，晨星股票分析师JingJieYu表示，SK海力士龙仁半导体集群的总投资承诺预计已达约600万亿韩元，若新增承诺属独立投资，可能意味着未来十年存在显著的供应过剩风险，不确定性导致今日(6月29日)股价下挫。

他指出，目前仍维持存储器定价长远仍将呈现周期性的观点，预期新产能最少需时两至三年才能投产，初期需求将超过供应，但通常在后期因产能高峰期遇上需求放缓而导致供应过剩，认为存储器芯片供应短缺加剧，加上长期协议及存储器厂商产生大量现金，正推动一连串产能投资，但除非超大规模云服务商的投资回报率能在整个期间持续跟上持续的销量及价格增长，否则此趋势难以在未来十年维持。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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