异动解读|英特尔盘前上涨3.54%,SK海力士洽谈租用其俄亥俄州工厂在美生产存储芯片

行情直击
Sep 16

9月16日,英特尔盘前上涨3.54%,报101.69美元/股,成交额205.87万美元。

消息面上,SK海力士正与英特尔洽谈合作协议,拟首次在美国本土生产存储芯片。方案之一是SK海力士租用英特尔在俄亥俄州筹划已久的芯片制造设施的部分产能,备选方案为SK海力士与英特尔及大型云服务商成立合资企业。若协议达成,将有效缓解英特尔俄亥俄州工厂的投资回报压力,同时为其代工业务开辟存储芯片合作新场景。此外,英特尔CEO陈立武表示内存短缺问题将进一步加剧,当前CPU仅能满足约50%的客户需求,供应紧张局面仍将持续,多重基本面信号为股价提供支撑。

(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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