快科技10月13日消息，国产DRAM厂商长鑫存储日前宣布年底将推出采用4F²新世代架构的服务器级DDR5 RDIMM产品，引发韩国存储器双雄股价集体重挫。
截至13日中午12时许，三星电子股价暴跌8.48%至229250韩元，SK海力士重摔10.47%至1437000韩元。
由于两家公司合计占KOSPI指数总市值约一半，拖累大盘大跌逾6%跌破6000点，盘中一度触发Sidecar机制暂停程序交易5分钟，以免加剧大盘波动。
4F²架构相较目前主流的6F²，理论上可将存储单元面积缩小三分之一，在相同的芯片面积内提供更高容量，这意味着中国存储器厂正加速切入高端DRAM市场，而非停留在低端产品线。
不过Kiwoom证券分析师Han Ji-young表示，技术发表不等于量产成功，长鑫存储仍须跨过良率、性能与客户认证门槛，加上EUV制程设备取得受限，短期内能否撼动三星与SK海力士仍有待观察。
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