SK海力士赴美建2.5D封裝廠：投資38.7億美元，預計2028年投產

芯智訊

2025/12/29

12月29日消息，據韓國媒體ZDNet Korea報導，韓國存儲芯片大廠SK海力士（SK hynix）正在採取一項具備戰略意義的重大投資，計劃在美國印第安納州西拉法葉（West Lafayette）建立其首條2.5D 先進封裝量產線。據介紹，這座先進封裝工廠是SK海力士在美國境內的首座生產基地，定位為AI內存專用的最先進封裝生產基地，總投資額約為38.7億美元，目標是在2028年下半年正式投入營運...

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13:20","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2595201116","market":"us","top_or_hot":-1,"title":"SK海力士赴美建2.5D封裝廠：投資38.7億美元，預計2028年投產","media":"芯智訊","content":"<div>\n<p>12月29日消息，據韓國媒體ZDNet Korea報導，韓國存儲芯片大廠SK海力士（SK hynix）正在採取一項具備戰略意義的重大投資，計劃在美國印第安納州西拉法葉（West Lafayette）建立其首條2.5D 先進封裝量產線。據介紹，這座先進封裝工廠是SK海力士在美國境內的首座生產基地，定位為AI內存專用的最先進封裝生產基地，總投資額約為38.7億美元，目標是在2028年下半年正式投入營運...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229132417a484a4a3&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK海力士赴美建2.5D封裝廠：投資38.7億美元，預計2028年投產</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229132417a484a4a3&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229132417a484a4a3&s=b\">芯智訊</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDS","symbol_name":"1.5倍沽空NVDA ETF-Tradr","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229132417a484a4a3&s=b","article_id":"2595201116","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251229132417a484a4a3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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(HKD) INC","HBM":"HudBay Minerals Inc"},"translate_title":"SK Hynix goes to the United States to build a 2.5 D packaging plant: investment of US $3.87 billion, expected to be put into production in 2028","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDY":0.6,"HBM":0.9,"NVDD":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVD2.UK":0.6,"NVDS":0.6,"AI":0.79,"3NVD.UK":0.6,"NVIW.SI":0.6,"NVD":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"TSM":0.9,"NVDS.UK":0.6},"content_text":"12月29日消息，據韓國媒體ZDNet Korea報導，韓國存儲芯片大廠SK海力士（SK hynix）正在採取一項具備戰略意義的重大投資，計劃在美國印第安納州西拉法葉（West Lafayette）建立其首條2.5D 先進封裝量產線。據介紹，這座先進封裝工廠是SK海力士在美國境內的首座生產基地，定位為AI內存專用的最先進封裝生產基地，總投資額約為38.7億美元，目標是在2028年下半年正式投入營運。目前，2.5D 封裝技術被視為整合HBM 與高性能系統半導體（如GPU 或CPU）的核心製程之一。其技術原理是在半導體芯片與電路板（Substrate）之間插入一層被稱為「硅中介層」（Silicon Interposer）。而這項技術具備透過硅中介層縮短芯片間的傳輸距離，大幅優化電力消耗與數據處理速度，以提升性能與電力效率的優勢。尤其，目前全球AI 芯片大廠英偉達（NVIDIA）的高性能AI 加速器，便是通過2.5D 封裝技術將HBM 與高性能GPU/CPU 緊密整合而成，更顯示出相關市場潛質。SK海力士認為，若能掌握2.5D 封裝的量產能力，將能全面強化其在AI 半導體封裝領域的競爭力，而不僅僅侷限於HBM 的生產。現階段，SK海力士雖然在韓國國內具備2.5D 封裝的基本技術力與研發設備，但仍不足以支撐能對應大型系統級封裝（SiP）的量產需求。因此，報導引用消息人士的説法指出，由於現有設施難以負荷整合了HBM 的大規模AI 加速器生產，因此SK海力士正積極與封裝合作伙伴商討，在美國西拉法葉工廠建立正式的量產線。報導強調，SK海力士預計此次投資將帶來諸多優勢：確保供應穩定性：HBM 在交付最終客户（如英偉達）前，必須通過2.5D 封裝的質量測試（Qual Test）。在現有構架下，即使HBM 本身沒有問題，若在封裝過程中發生不良，將導致整個交貨時間延誤。釐清責任歸屬：2.5D 封裝構造複雜，一旦出現不良品，往往難以精確判定責任歸屬於內存廠商或封裝廠。挑戰台積電的壟斷地位：目前AI 加速器所需的2.5D 封裝市場事實上由台積電（TSMC）獨佔。SK海力士若能成功建立量產線，將能向客户提供HBM 與封裝一站式的統包（Turn-Key）服務，提升議價能力與市場佔比。半導體業界分析人士指出，SK海力士已將「具備自有的2.5D 封裝設備」視為極其重要的戰略課題。一旦技術趨於穩定且高度化，SK海力士將不滿足於單純的內部研發，而是會正式以此做為一項獨立業務進軍市場。另外，SK海力士赴美國設立先進封裝廠的投資計劃，不僅是為了應對英偉達等大客户的需求，更是為了在未來新一代HBM 競爭中搶佔先機。隨着該先進封裝廠2028年完工，全球AI 半導體供應鏈預計將迎來一場劇烈的權力重組，而SK海力士正試圖從一名強力的組件供應商，進化為掌握核心整合技術的產業關鍵節點，。編輯：芯智訊-林子","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}