分析师:SK海力士第四季度业绩料将超预期,受芯片价格上涨推动

环球市场播报
Dec 08, 2025

  LS Securities分析师Yongho Cha在一份报告中写道,受半导体价格上涨影响,SK海力士料将公布超预期的第四季度业绩。

  Cha预计,这家韩国存储芯片制造商10-12月期间的营业利润将同比增长一倍,至16.1万亿韩元,可能会超过14.4万亿韩元的市场平均预期。他认为,第四季度DRAM和NAND芯片的平均销售价格预计将分别环比上涨23%和9%。

  他补充说,对DRAM产品(包括高端高带宽存储(HBM)产品)的需求可能将保持强劲直至2026年底,预计该公司明年年度营业利润将猛增41%,至33万亿韩元。

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