韩国半导体产业“一枝独秀”存隐忧
原文摘录：【韩国半导体产业“一枝独秀”存隐忧】全球人工智能发展浪潮催生了新一轮产业红利，韩国无疑成为目前的赢家之一，其三季度经济增长超预期，二季度经常账户顺差首次超过德国和日本的总和，全年出口总额有望突破1万亿美元。但半导体出口占韩国出口总额的近一半，产业结构“一枝独秀”也暴露出经济增长动能单一、抗风险能力不足等隐忧。
#韩国半导体
东方财富 · 产经资讯
SK海力士 · 官方新闻 [Tech Note] Why does AI still have to wait with tens of thousands of GPUs? How silicon photonics and CPO are building t…
原文摘录：AI doesn’t wait. The foundations of every industry are already cracking. This isn’t a story about one sector. Manufacturing. Finance. Healthcare. Data centers. The entire industrial order is being rebuilt around AI — and it’s happening now…
SK海力士 · 官方新闻 Q3 2026 Earnings Conference Call Access Details
原文摘录：Please use the link below to access the conference call. Email verification is required. https://irsvc.teletogether.com/hynix/hynix2026Q3_eng.php
SK海力士 · 官方新闻 SK hynix Announces 3Q26 Financial Results
原文摘录：▪ Reports revenues of 104.6155 trillion won, operating profit of 83.3338 trillion won, net profit of 39.7756 trillion won; Quarterly sales surpass 100 trillion won for the first time ▪ CEO Kwak Noh-Jung explains the background to the decis…
SK海力士 · 官方新闻 [AI Infrastructure Insight] How AI infrastructure will be designed for the future
原文摘录：AI is no longer defined by a single model or AI processor. For AI to operate effectively in real-world services and industrial applications, it takes faster compute, wider memory bandwidth, higher-performance networks, more efficient stora…
SK海力士 · 官方新闻 Q3 2026 Earnings Conference Call Invitation
原文摘录：Dear All, SK hynix Inc. will present its Third quarter earnings of 2026 on October. 28th, 2026 (Wed.). Announcement of the earnings in a press release will be made before 9:00 a.m. of the day. The conference call will be
SK海力士 · 官方新闻 [AI Ecosystem] The semiconductor paradigm shifts toward memory
原文摘录：As AI workloads evolve toward inference and agentic AI, the criteria for system performance are also changing. Computing power alone is no longer enough. Where data is stored, how quickly it moves, and how efficiently it is processed now h…
同花顺 · 7×24快讯AI 评分4242 韩国财长李炯日：半导体市场景气至少维持至明年
韩国财政部长李炯日表示，半导体行业繁荣将至少延续至2027年，判断这一轮增长至少可以维持到明年，原因是半导体供需缺口依旧巨大、供给端还在持续扩张。他称芯片股今年放大了韩国股市波动，因半导体产业在韩国经济中占比高于其他国家，但强调韩国经济基本面依旧稳健。
东方财富 · 证券聚焦AI 评分4040 韩财长李炯日：半导体繁荣至少持续至明年，2029年存储芯片市场或现“红海”
韩国财政部长李炯日表示，半导体行业繁荣势头至少将持续到明年，因供需缺口仍大且供应端持续扩张。他同时提及，有专家预计到2029年半导体将出现大量新增供应，存储芯片市场或变成“红海”。上周韩国芯片股遭猛烈抛售，KOSPI指数跌超8%触发熔断，费城半导体指数连续第八个交易日收跌。
同花顺 · 7×24快讯AI 评分2222 SK海力士参加OCP全球峰会 展示CMM-DDR5、MARS、CMM-Ax等下一代AI内存技术
SK海力士（SKHY）16日表示，公司12日至15日参加在美国加州圣何塞举行的开放计算项目（OCP）全球峰会，展示面向下一代AI时代的内存技术。展厅设“内存区”和“系统演示区”，展出CMM-DDR5、MARS、CMM-Ax三款产品。其中CMM-DDR5基于CXL接口标准支持内存池化，MARS为以内存为核心的整机柜级系统，CMM-Ax可在内存内部直接执行运算。
东方财富 · 上市公司AI 评分1212 存储芯片概念震荡反弹 长鑫科技总市值重上3万亿
存储芯片概念盘中震荡反弹，长鑫科技涨超5%，总市值重返3万亿上方，聚辰股份涨超10%，澜起科技、普冉股份、兆易创新、太极实业涨幅靠前。消息面上，早盘韩国股市高开高走，存储芯片龙头SK海力士涨逾3%，三星电子涨近3%。
东方财富 · 上市公司AI 评分2222 亚太股市集体调整 沪指盘中考验3700点
受美国CPI通胀数据超预期、美联储10月加息概率强化影响，10月15日日韩股市集体走弱，韩国KOSPI指数收跌7.57%，日经225指数收跌4.90%。同日A股主要指数低位震荡，上证指数盘中一度跌破3700点，尾盘失而复得，收跌1.59%报3707.48点，深证成指跌2.43%，创业板指跌2.92%，两市成交额16330亿元。盘面上航运、煤炭等板块回调，白酒、证券板块逆势走强。
SK海力士 · 官方新闻 [Inside the Research] In the AI era, NAND moves beyond storage to computing… 3D FeNAND co-optimization at IEEE
原文摘录：SK hynix offers a full-stack portfolio of AI memory solutions optimized for AI systems across all major memory categories, including High Bandwidth Memory(HBM), DRAM, and NAND flash. To highlight the research that underpins these solutions…
东方财富 · 产经资讯 韩国半导体出口再创新高！真相是......
原文摘录：到2026年，韩国半导体出口开始迎来大爆发。韩国关税厅10月12日公布的初步数据显示，10月1日至10日，韩国全部商品出口额达261亿美元，同比增长102%；其中半导体约122亿美元，同比增长170.9%，占总出口的46.7%。两者均创历年10月同期新高。按所公布数字粗略计算，半导体贡献了这十天出口新增金额的约六成。
SK海力士 · 官方新闻 From identifying promising technologies to creating new business opportunities: How SK hynix Ventures finds the path fo…
原文摘录：Identifying promising technologies early and investing in them is one challenge. Turning those technologies into businesses is another. That requires assessing what problems a technology can solve, refining it with research and development…
SK海力士 · 官方新闻 [AI Ecosystem] Redesigning infrastructure: Why architecture determines performance
原文摘录：As AI workloads evolve toward inference and agentic AI, the criteria for system performance are also changing. Computing power alone is no longer enough. Where data is stored, how quickly it moves, and how efficiently it is processed now h…
第一财经 · 最新资讯AI 评分2222 韩国KOSPI指数涨幅扩大至1%，9月半导体出口额603亿美元同比增262.8%
韩国KOSPI指数震荡走高，涨幅扩大至1%，此前一度跌1%。消息面上，韩国9月半导体出口额为603亿美元，同比大增262.8%。
三星电子 · 半导体官方新闻 Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix
原文摘录：Samsung Electronics, Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance and Samsung Fire & Marine Insurance today announced they are investing a combined USD 1 billion in Helix Digital Infrastructure, an AI infrastructure compan…
三星电子 · 半导体官方新闻 Samsung Electronics and ASML Expand Strategic Collaboration for Next-Generation Semiconductor Manufacturing
原文摘录：Samsung Electronics and ASML today announced an expansion of their long-standing strategic partnership, deepening collaboration on High NA EUV lithography and advanced semiconductor manufacturing technologies that will help drive the next…
三星电子 · 半导体官方新闻 Samsung Showcases P9 and P7 SSDs Featuring USB4 at Gamescom 2026
原文摘录：Samsung Electronics a global leader in advanced memory technology, today unveiled the P9 and P7, its next-generation portable solid-state drives (SSDs) featuring USB4 connectivity. The company introduced the new P Series at Gamescom 2026,…
三星电子 · 半导体官方新闻 Samsung Unveils Next-Gen 3D-Memory Vision at FMS 2026, Charting the Future of AI Infrastructure
原文摘录：Samsung Electronics, a global leader in advanced memory technology, today showcased its latest AI memory innovations at Future of Memory and Storage (FMS) 2026 in Santa Clara, California. With broad expertise spanning DRAM, NAND, enterpris…
三星电子 · 半导体官方新闻 Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies
原文摘录：Samsung Electronics and Broadcom today announced the signing of a memorandum of understanding (MOU) to expand their strategic collaboration across memory and foundry technologies, supporting the next generation of AI infrastructure. The MO…
三星电子 · 半导体官方新闻 Samsung Begins Mass Production of PM1763 SSD Optimized for Next-Generation AI Infrastructure
原文摘录：Samsung Electronics a global leader in advanced memory technology, today announced mass production of PM1763, the company’s PCIe® 6.0-based enterprise solid state drive (SSD) optimized for next-generation AI and HPC server environments. As…
三星电子 · 半导体官方新闻 Samsung Unveils Industry’s Fastest UFS 5.0 Solution for Next-Gen On-Device AI Applications
原文摘录：Samsung Electronics, the world leader in advanced memory technology today announced that, for the first time in the industry, it has developed the industry’s fastest Universal Flash Storage (UFS) 5.0 solution, which will help enable seamle…
三星电子 · 半导体官方新闻 Samsung Unveils HBM4E, Showcasing Comprehensive AI Solutions, NVIDIA Partnership and Vision at NVIDIA GTC 2026
原文摘录：Samsung Electronics, a global leader in advanced semiconductor technology, today announced the comprehensive AI computing technologies it will showcase at NVIDIA GTC 2026 in San Jose, California, scheduled for March 16-19. As the industry’…
三星电子 · 半导体官方新闻 Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing
原文摘录：Samsung Electronics, a global leader in advanced memory technology, today announced that it has begun mass production of its industry-leading HBM4 and has shipped commercial products to customers. This achievement marks a first in the indu…
三星电子 · 半导体官方新闻 Samsung Teams With NVIDIA To Lead the Transformation of Global Intelligent Manufacturing Through New AI Megafactory
原文摘录：Samsung Electronics today announced plans to create a new AI Megafactory in collaboration with NVIDIA, marking a major milestone in the company’s efforts to lead the global paradigm shift toward AI-driven manufacturing. By deploying more t…
三星电子 · 半导体官方新闻精选AI 评分6262 三星电子举行新半导体研发综合体NRD-K设备搬入仪式
三星电子宣布在其器兴园区为新半导体研发综合体NRD-K举行设备搬入仪式，该综合体2022年动工，将作为存储、System LSI和晶圆代工研发基地。三星计划到2030年为此投资约20万亿韩元，占地约10.9万平方米，其中研发专用产线计划于2025年年中开始运营。
推荐理由：三星披露其新建半导体研发综合体NRD-K的设备搬入节点、投资规模与专用产线投运时间，可用于跟踪其下一代存储与代工研发节奏。
三星电子 · 半导体官方新闻 Samsung Develops Industry’s First 24Gb GDDR7 DRAM for Next-Generation AI Computing
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced it has developed the industry’s first 24-gigabit (Gb) GDDR71 DRAM. In addition to the industry’s highest capacity, the GDDR7 features the fastest speed, p…
三星电子 · 半导体官方新闻 Samsung Launches 990 EVO Plus SSD With Best-in-Class Performance Speeds Supported by PCIe 4.0
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced the release of the 990 EVO Plus, adding to its lineup of leading SSD products. With PCIe 4.0 support and latest NAND technology, the 990 EVO Plus is an id…
三星电子 · 半导体官方新闻 Samsung Electronics Develops Industry’s First Automotive SSD Based on 8th-Generation V-NAND
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced it has successfully developed the industry’s first PCIe 4.0 automotive SSD based on eighth-generation vertical NAND (V-NAND). With industry-leading speeds…
三星电子 · 半导体官方新闻 Samsung Begins Industry’s First Mass Production of QLC 9th-Gen V-NAND for AI Era
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced it has begun mass production of its one-terabit (Tb) quad-level cell (QLC) 9th-generation vertical NAND (V-NAND). With the industry’s first mass productio…
三星电子 · 半导体官方新闻 Samsung Announces Work With Qualcomm To Support Premium In-Vehicle Infotainment and Advanced Driver Assistance Systems
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced the successful qualification of Samsung’s automotive LPDDR4X memory for use with the Snapdragon® Digital Chassis™ from Qualcomm Technologies, Inc. The LPD…
三星电子 · 半导体官方新闻 Samsung Electronics Begins Mass Production of Industry’s Thinnest LPDDR5X DRAM Packages for On-Device AI
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced it has begun mass production for the industry’s thinnest 12 nanometer (nm)-class, 12-gigabyte (GB) and 16GB LPDDR5X DRAM packages, solidifying its leaders…
三星电子 · 半导体官方新闻 Samsung Electronics Launches Enhanced 1TB microSD Cards With Improved Performance and Higher Capacity
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced the release of its 1-terabyte (TB) high-capacity microSD cards PRO Plus and EVO Plus. By adopting Samsung’s eighth-generation V-NAND (V8) technology, the…
三星电子 · 半导体官方新闻 Samsung Electronics To Provide Turnkey Semiconductor Solutions With 2nm GAA Process and 2.5D Package to Preferred Netwo…
原文摘录：Samsung Electronics, a world leader in advanced semiconductor technology, today announced that it will provide turnkey semiconductor solutions using the 2-nanometer (nm) foundry process and the advanced 2.5D packaging technology Interposer…
三星电子 · 半导体官方新闻 Samsung Electronics Announces Successful Building of Industry-First CXL Infrastructure Certified by Red Hat
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced that for the first time in the industry, it has successfully built a Compute Express Link™ (CXL™) infrastructure certified by Red Hat, the world’s leading…
三星电子 · 半导体官方新闻 Samsung Showcases AI-Era Vision and Latest Foundry Technologies at SFF 2024
原文摘录：Samsung Electronics, a world leader in advanced semiconductor technology, today unveiled its latest foundry innovations and outlined its vision for the AI era during Samsung Foundry Forum (SFF) U.S., an annual event held at the company’s D…
三星电子 · 半导体官方新闻 Samsung Electronics Begins Industry’s First Mass Production of 9th-Gen V-NAND
原文摘录：Samsung Electronics, the world leader in advanced memory technology, today announced that it has begun mass production for its one-terabit (Tb) triple-level cell (TLC) 9th-generation vertical NAND (V-NAND), solidifying its leadership in th…
三星电子 · 半导体官方新闻 Samsung Develops Industry’s Fastest 10.7Gbps LPDDR5X DRAM, Optimized for AI Applications
原文摘录：Samsung Electronics, a world leader in advanced memory technology, today announced that it has developed the industry’s first LPDDR5X DRAM supporting the industry’s highest performance of up to 10.7 gigabits-per-second (Gbps). Leveraging 1…