力成、華東、南亞科、華邦電…記憶體股熱到發爐，SK海力士砸130億美元擴廠，地獄級缺貨有解？ | Morning早安學 EP1361

from 今周大耳朵 · host 今周刊Business Today

全球記憶體三大廠之一SK海力士周二(1/13)宣布，將投資19兆韓元(折合約130億美元)，用於建造新的先進封裝工程，擴大產能，以滿足人工智慧催生的龐大需求。根據TrendForce最新調查指出，由於DRAM原廠大規模轉移先進製程及新產能，投入伺服器、高頻記憶體應用，以滿足龐大的AI需求。連帶讓一般型DRAM合約價跟著水漲船高。 - 撰文｜黃靖文文章連結｜https://bty.pse.is/8l948j -- Hosting provided by SoundOn

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力成、華東、南亞科、華邦電…記憶體股熱到發爐，SK海力士砸130億美元擴廠，地獄級缺貨有解？ | Morning早安學 EP1361

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