SK Hynix აშშ-ში ქარხნისთვის ადგილს არჩევს, რათა „ჩიფფლაციას“ ებრძოლოს

47 წყარო
koreajoongangdaily.com
  • Korea JoongAng Daily-ის ცნობით, SK Hynix აშშ-ში საწარმოო ლოკაციებს ეძებს, რადგან კომპანიის თავმჯდომარე ჩეი ტე-ვონი აფრთხილებს, რომ მეხსიერების ჩიპებზე ფასების ზრდამ შესაძლოა „ჩიფფლაცია“ გამოიწვიოს.
  • Samsung და Micron ასევე მასშტაბურ გაფართოებას გეგმავენ, ხოლო ჩინური CXMT მიკრონის სიმძლავრეებს უახლოვდება, რაც გრძელვადიან პერსპექტივაში ჭარბი მიწოდების შიშს აჩენს.
  • UBS პროგნოზირებს, რომ DRAM-ის ბაზარზე მოთხოვნასა და მიწოდებას შორის დისბალანსი 2028 წლამდე შენარჩუნდება, თუმცა უოლ-სტრიტი აფრთხილებს, რომ მეხსიერების ჩიპების ბაზრის ციკლურობა ჯერ კიდევ არ არის დაძლეული.
წყაროები (47)
  1. 1 SK hynix weighs U.S. chip plants as Chey Tae-won warns ... www.koreajoongangdaily.com
  2. 2 SK Hynix Weighs U.S. Factory to Combat Chipflation www.chosun.com
  3. 3 Samsung and SK Hynix to scale up memory production ... www.datacenterdynamics.com
  4. 4 CXMT close to matching Micron's memory capacity in 2026 ... www.tomshardware.com
  5. 5 UBS Raises DRAM and NAND Price Forecasts Amid AI ... www.kucoin.com
  6. 6 Market Talk: Memory chip supercycle 'won't last for ever' www.reuters.com
  7. 7 Memory Chip Stocks Doubled In 2026. Wall Street Warns ... www.briefs.co
  8. 8 Micron Technology To Expand DRAM Capacity With ... pulse2.com
  9. 9 Inside Micron's $50 billion expansion at its Boise campus www.idahostatesman.com
  10. 10 SK Hynix Plans to Double Capacity to Ease Memory Chip ... www.bloomberg.com
  11. 11 SK Hynix Chairman says company will triple wafer capacity ... seekingalpha.com
  12. 12 UBS Stays Bullish on Micron as Memory Prices Rise finance.yahoo.com
  13. 13 Investment bank UBS believes that there is plenty of room ... www.facebook.com
  14. 14 CXMT raises billions for DRAM expansion www.donga.com
  15. 15 China's CXMT Is Set to Challenge DRAM Incumbents newsletter.semianalysis.com
  16. 16 China's CXMT eyes $4.2 billion Shanghai listing to fund ... www.reuters.com
  17. 17 CXMT's Planned Billion-Dollar Fundraising for China's ... www.all-about-industries.com
  18. 18 Chinese Semiconductor Firms Post Record Sales www.chosun.com
  19. 19 SK Group Chairman Warns AI-Driven 'Chipflation' Could ... www.chosun.com
  20. 20 Chip Industry Urges US to Avoid Moves That Distort ... www.bloomberg.com
  21. 21 UBS Raises Memory Chip Price Forecasts Through 2028 www.linkedin.com
  22. 22 Memory Chip Shortage 2026: HBM Takes 23% of DRAM Wafers tech-insider.org
  23. 23 SK Group Chairman Chey Tae-won Responds to Recent ... www.odaily.news
  24. 24 Samsung and SK hynix warn AI-driven memory shortages ... www.tomshardware.com
  25. 25 2026 Memory Chip Outlook: How AI Ignited ... www.pneda.com
  26. 26 Chey Tae-won: "SK hynix operating profit could top $100 ... www.mk.co.kr
  27. 27 Memory chip crunch to persist even as Samsung, SK Hynix ... www.scmp.com
  28. 28 Chey Tae-won touts SK hynix profit surge as AI drives ... biz.chosun.com
  29. 29 Memory chip shortage 2026 deepens with up to 60% price ... techwireasia.com
  30. 30 Micron Breaks Ground on Advanced Wafer Fabrication Facility ... investors.micron.com
  31. 31 'Memory supply crisis': Wall Street triggers huge selloff in ... fortune.com
  32. 32 Micron Expands Production Capacity with $50B Boise ... www.linkedin.com
  33. 33 Memory chipmakers rise as global supply shortage whets ... finance.yahoo.com
  34. 34 Micron buys Taiwan fab for $1.8bn to boost ... cleanroomtechnology.com
  35. 35 US Stock Market: AI-fueled memory supercycle boosts chip ... economictimes.com
  36. 36 Morgan Stanley x.com
  37. 37 Memory chip makers are looking at a 'supercycle' and ' ... www.cnbc.com
  38. 38 SK Group chairman says wafer shortage to last until 2030 ... www.reuters.com
  39. 39 Morgan Stanley Upgrades Two Greater China ... www.investing.com
  40. 40 SK Hynix plans to double capacity to ease memory chip ... www.businesstimes.com.sg
  41. 41 Morgan Stanley forecasts China to localize 76% of AI ... biz.chosun.com
  42. 42 Chip industry urges US to avoid moves that distort memory ... www.freemalaysiatoday.com
  43. 43 CXMT's DRAM Mega-Expansion and the New Global Memory ... techsoda.substack.com
  44. 44 SMIC warns of 2026 memory squeeze: AI demand surges ... www.digitimes.com
  45. 45 China's CXMT Is Set to Challenge DRAM Incumbents www.reddit.com
  46. 46 The memory chip crunch is paying off for this US company techcrunch.com
  47. 47 China-based CXMT's aggressive production expansion ... semiwiki.com
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