9月17日，SK海力士盘中上涨4.54%，报184.98美元/股，成交额4.65亿美元。
消息面上，据多位知情人士透露，SK海力士正与英特尔洽谈一项合作协议，有望首次在美国本土生产存储芯片，具体方案包括租赁英特尔位于俄亥俄州的部分设施，或与英特尔及大型云计算公司组建合资企业。SK海力士回应称正在审查包括建立额外生产基地在内的各种方案，但现阶段尚未确定任何事项。此外，花旗预计在HBM产能占用和技术迁移放缓的供给约束下，2027年全球内存资本支出将同比大增46.5%至804亿美元，供需缺口短期难以弥合。双重利好推动存储板块整体走强，同日美光科技涨5.46%，英特尔涨4.88%，迈威尔科技涨6.45%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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