独家:消息人士称全球科技巨头向SK海力士提议投资芯片产线并资助极紫外光刻机采购

美股速递
May 08

据知情人士透露,全球多家顶尖科技企业已向SK海力士提出合作方案,邀请其共同投资建设尖端芯片制造产线,并参与资助极紫外光刻设备的购置计划。这一动向凸显出在全球芯片短缺持续发酵的背景下,产业链上下游企业正通过资本联动强化供应链韧性。

若合作落地,SK海力士有望借助合作伙伴的资金与技术资源,加速其先进制程产能的扩张步伐。极紫外光刻机作为7纳米及更先进芯片制造的核心装备,单台售价往往超过1.5亿美元,联合采购模式将显著缓解企业的资本支出压力。

行业观察人士指出,此类跨界合作可能重塑芯片行业的竞争格局。一方面,科技公司通过直接投资产能保障自身芯片供应;另一方面,半导体制造商则能借助外部资金降低扩产风险,实现更灵活的技术迭代。目前SK海力士尚未对相关提案作出公开回应,但市场密切关注其是否会开启半导体行业“资本共担”的新模式。

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