美股异动|英特尔大涨超7%,SK海力士回应有关合作传闻

格隆汇
Yesterday
英特尔(INTC.US)大涨超7%,报104.04美元;SK海力士(SKHY.US)涨2.5%,报179.2美元。 消息面上,据报SK海力士正与英特尔洽谈合作事宜,计划首次在美国本土生产存储芯片。随后,SK海力士表示:有关与报道中提及的任何特定公司开展合作,或在美国生产存储芯片的事,目前没有任何定论。SK海力士正在探索多种方案以增强自己的全球竞争力,但还未敲定任何具体计划或安排。 此外,英特尔CEO陈立武近日表示,随着AI智能体规模急速扩张,CPU需求已远超英特尔现有供给能力,目前仅能满足前沿客户约五成的需求。他还透露,公司制程技术取得重大进展,18A节点已进入量产,14A节点将于明年一季度投产。(格隆汇)

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