三星和SK海力士计划投资5900亿美元扩产芯片，AI需求推高内存价格

Samsung and SK Hynix plan $590 billion chip investment as AI demand sends memory prices soaring

AI 导读

在韩国政府支持下，三星和SK海力士计划投入5900亿美元扩大芯片产能，包括800万亿韩元新建四座工厂、81万亿韩元建封装中心，以及未来15年30万亿韩元用于研发下一代芯片。AI数据中心需求是主要驱动力。Jefferies预测，2026年Q3内存价格将上涨40%至50%，Q4再涨30%至40%，2027年继续上涨40%至45%，到2028年新产能仅上线15%至20%才可能缓解。两家公司合计控制全球近80%的高带宽内存芯片市场。内存涨价已推高消费电子产品成本，苹果已上调Mac和MacBook售价。

推荐理由

三星和SK海力士的5900亿美元投资计划加上内存价格至少涨到2028年的预测，表明AI基础设施的拉动远未到顶，做硬件采购和成本核算的人这一年都会很头疼。

正文 · 原文

Samsung and SK Hynix, backed by the South Korean government, plan to pour $590 billion into expanding chip production. Of that total, 800 trillion won goes toward four new factories in the country's southwest, 81 trillion won toward a packaging center, and 30 trillion won over 15 years toward next-generation chips. The initiative is part of President Lee Jae Myung's push to boost regional economic growth, driven by surging demand from AI data centers.

The investments can't come soon enough. According to Jefferies Equity Research (via wccftech), memory prices will jump 40 to 50 percent in Q3 2026 and another 30 to 40 percent in Q4. For 2027, analysts expect a further 40 to 45 percent increase. Relief may not arrive until 2028, when 15 to 20 percent of new capacity comes online. Samsung and SK Hynix together control close to 80 percent of the global market for high-bandwidth memory chips, the kind AI workloads depend on.

Rising memory prices are already pushing up costs across consumer electronics. Apple, for one, has hiked prices on Macs and MacBooks.