EP645【接軌國際】股價曾比一片口香糖便宜，SK海力士怎麼從「韓國經濟定時炸彈」逆風翻盤成AI記憶體霸主

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本集由《經理人》編輯團隊精選國際財經管理資訊與產業趨勢，採訪編輯李岱君主持與解析，帶你從 SK 海力士在2026 年市值突破 1 兆美元出發，拆解這間曾被叫做「韓國經濟定時炸彈」、兩度瀕臨清算的記憶體公司，如何在三星壓制三十多年後，靠一個沒人要的技術，一路翻盤成 AI 時代的核心。SK 海力士 2026 年第一季營收首度單季破 50 兆韓元，營業利益率高達 72%，比輝達、台積電還高；員工平均獎金估計達六億韓元，公司工作外套在二手平台被搶著當「相親神器」。市場看到的是爆發，沒看到的是這家萬年老二，為了這一刻準備了多久。重點搶先聽SK 海力士握有 AI 伺服器最關鍵的 HBM 技術，但這個技術曾經燒掉好幾兆韓元、十年看不到回報，負責團隊在公司內部被當成「流放地」。一個沒人要、又貴又賣不掉的技術，他們為什麼死撐不放？技術更強、錢更多的霸主三星，明明也做得到 HBM，為什麼偏偏是差點倒閉的老二賭對了？「沒有退路」這件事，怎麼反而變成海力士的戰略優勢？從「誰便宜買誰」的泛用零件，變成「沒你不行」的客製化核心，海力士怎麼把記憶體這門看天吃飯的生意，翻轉成自己能決定價格的賣方市場？- Powered by Firstory Hosting

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EP645【接軌國際】股價曾比一片口香糖便宜，SK海力士怎麼從「韓國經濟定時炸彈」逆風翻盤成AI記憶體霸主

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