金吾财讯 | 据日韩多家媒体报道，全球存储芯片巨头SK海力士（SKHY）正考量在日本宫城县筹建一座大型存储芯片制造工厂。知情人士透露，该项目潜在投资规模或达数万亿韩元。若该计划最终落地，将创下韩国芯片制造企业在日本开展首个大规模半导体本土化生产项目的历史先例。报道称，SK集团董事长崔泰源此前已亲自前往宫城县进行考察。日本宫城县不仅拥有成熟的半导体产业基础与完善的电力基础设施，更紧邻日本顶尖的光刻胶、硅晶圆及半导体设备供应商体系。在此建厂一方面能显著缩短供应链响应时间，另一方面还能顺应全球客户对供应链去中心化与多元化的避险需求。针对市场传闻，SK海力士回应，公司确实在评估具备所需基础设施的地点作为备选，但目前尚未作出最终决策。
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