金吾财讯 | 受人工智能产业带动的存储刚需拉动，全球存储芯片行业供需格局持续偏紧。SK海力士官宣未来五年将实现存储芯片晶圆产能翻倍，应对行业或将延续至2030年的内存短缺局面，公司暂未披露本次扩产的具体投资规模。
作为全球存储芯片核心厂商，SK海力士与三星电子、美光科技共同主导全球存储市场，深度受益于AI数据中心行业的高速发展，英伟达为其核心合作客户。全球科技企业的大规模资本开支，持续拉动高端存储产品需求上行。
行业高景气度也直观反映在资本市场，受益于AI算力产业链需求爆发，SK海力士与美光科技市值于上周同步首度突破1万亿美元，充分体现市场对高端存储赛道长期成长空间的认可。
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