美光、SK海力士面临HBM价格战,股价大跌

爱集微
Jul 19, 2025

美国记忆体大厂美光近日面临高频宽记忆体(HBM)价格战的压力,股价随韩国记忆体大厂SK海力士的下跌而走低。据报道,高盛分析师Giuni Lee于10月17日表示,预计2026年HBM价格将首次下滑,因此将SK海力士的投资评级从“买进”调降至“中立”。Lee指出,明年HBM市场竞争将加剧,定价能力可能逐步转移到SK海力士的某大客户手中。高盛分析团队对SK海力士明年的营益展望也持悲观态度,预测其营益将...

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