智通财经APP获悉，受益于今年以来AI热潮的推动，韩国芯片制造商SK海力士股价年内涨幅已接近50%。继周一大涨后，该股周二延续涨势，再涨近3%，触及逾20年高点。此前周末有报道称，SK集团计划建造韩国最大的人工智能(AI)数据中心。
据韩国国内媒体报道，SK海力士母公司SK集团计划与亚马逊网络服务(AWS.US)在蔚山合作建设AI数据中心。据悉，SK电信和SK宽带将牵头推进该项目，包括SK海力士在内的其他关联公司将提供支持。
SK海力士是动态随机存取存储器(DRAM)的领先供应商。DRAM是一种半导体存储器，广泛应用于个人电脑、工作站和服务器，用于存储数据和程序代码。其DRAM竞争对手三星电子周二股价也上涨4%，但涨幅仍落后于SK海力士。
上周五，据报道，三星电子市值跌至345.1万亿韩元(约合2520亿美元)的九年低点，这家芯片巨头正艰难应对AI驱动的需求浪潮。而SK海力士已成为高带宽存储器(HBM)领域的领军企业——这类DRAM被用于AI服务器，其客户包括AI巨头英伟达等。
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