SK海力士凭借高带宽存储器HBM的先发优势,在AI服务器扩张与存储芯片短缺共振下,从曾被视为“僵尸公司”的追随者,跃升为AI产业链的关键定价者,并在盈利能力与资本市场表现上实现对传统强者的反超。 最新财报表现凸显这种跃迁。据英国《金融时报》报道,SK海力士第四季度营收同比增长66%,经营利润率达到58%,高于全球最大晶圆代工厂台积电。过去12个月,公司市值上涨约340%,至640万亿韩元。 供需...
Source LinkSK海力士凭借高带宽存储器HBM的先发优势,在AI服务器扩张与存储芯片短缺共振下,从曾被视为“僵尸公司”的追随者,跃升为AI产业链的关键定价者,并在盈利能力与资本市场表现上实现对传统强者的反超。 最新财报表现凸显这种跃迁。据英国《金融时报》报道,SK海力士第四季度营收同比增长66%,经营利润率达到58%,高于全球最大晶圆代工厂台积电。过去12个月,公司市值上涨约340%,至640万亿韩元。 供需...
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