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中文(ZH) SK海力士CEO:美国在未来晶圆厂选址候选名单中,尚未做出决定

SK Hynix CEO eyes US for fab site amid projected memory shortage

SK Hynix CEO Kwak Noh-jung anticipates a severe memory chip shortage by 2027, with demand expected to outstrip supply until 2030. The company is considering the United States as a potential location for a new fabrication plant, alongside Japan and Southeast Asia, prioritizing sites that offer competitive manufacturing costs, ample resources, and skilled labor. This strategic decision follows SK Hynix ADR's strong debut on the US stock market, closing up over 12% on its first day of trading. AI

IMPACT Potential expansion of memory chip manufacturing capacity could alleviate future AI hardware constraints.

RANK_REASON Company executive discusses significant future infrastructure investment and supply chain strategy, alongside a notable stock market debut. [lever_c_demoted from significant: ic=1 ai=0.7]

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SK Hynix CEO eyes US for fab site amid projected memory shortage

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    SK Hynix CEO: US on shortlist for future fab site, no decision yet

    据报道,SK海力士CEO郭鲁正表示,从供应角度来看,2027年将是内存短缺周期中最糟糕的一年,预计客户需求在2030年后仍将超过供应能力。郭鲁正表示,美国在未来晶圆厂选址候选名单中,但公司尚未做出决定。郭鲁正称,SK海力士将优先选择能够以具有竞争力单制造成本提供足够土地、电力、水和技术工人的地点,“如果满足这些条件,美国、日本和东南亚都在考虑范围内”。(界面)