[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio22b700e0":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio22b700e0","传SK海力士(SKHY)拟首度赴美造存储芯片-租英特尔(INTC)俄亥俄厂或建合资","\u002Fdoc\u002Fdcio22b700e0","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，韩国SK海力士(SKHY)据悉正与英特尔(INTC)磋商一项交易，若成行，其将首次在美国本土生产存储芯片。潜在方案之一为，SK海力士租用英特尔在俄亥俄州长期筹划的晶圆厂部分设施;另一方案为，与英特尔以及急于锁定存储芯片供应的主要云厂商组建合资企业。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>但消息人士称，韩国方面的潜在反对可能构成重大障碍。一位消息人士称，相关磋商尚处探索阶段，并强调尚未作出任何决定;SK海力士也可能考虑其他交易架构。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>SK海力士在声明中表示，正在“评估多种措施，包括建立更多生产基地，以增强存储业务竞争力”，但“目前尚未确定任何事项”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>韩国存在多项战略考量。韩国将半导体产业指定为国家战略产业，要求企业在海外设立生产基地前必须获得政府批准。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>SK海力士和三星电子已被韩国政府要求加速建设龙仁半导体产业集群，而首尔方面也有意将SK海力士的美国投资承诺作为韩美更广泛投资谈判中的筹码。在韩国提出的3500亿美元对美投资方案中，约1500亿美元已划拨给造船业，剩余约2000亿美元尚未确定，首尔不希望这一池资金被单一企业提前锁定。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，因这类技术被视为敏感技术，任何生产HBM乃至DRAM等先进存储芯片的协议，都可能遭到韩国政府反对。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>英特尔拒绝就其所称的“猜测”置评，但补充称，公司仍在继续推进俄亥俄州投资，以做好该厂址的启用准备。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析人士指出，这笔交易若能达成，对英特尔和特朗普政府而言堪称双赢——前者获得急需的运营伙伴以分摊俄亥俄工厂的巨额成本，后者则可将其标榜为半导体制造业回流美国的又一标志性成果。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI驱动的存储芯片短缺仍存在。当前AI和数据中心投资热潮导致存储芯片供应极度紧张，SK海力士在HBM市场占据主导地位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据Counterpoint Research数据，2026年第二季度SK海力士以50%的营收份额保持全球HBM市场第一，但较上一季度的58%有所下滑;三星电子则从21%跃升至33%，美光科技以18%位列第三。SK海力士在HBM领域面临的竞争压力正在加大，这也在一定程度上推动其寻求更贴近美国客户的产能布局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCHIP\u002FCHIP.jpg","2026-09-16T13:11:37","2026.09.16","2026\u002F09\u002F16",59994,[22],"Chip","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]