中文(ZH) 美银：预计韩国内存产能年均扩张低于10%，远不及2030年翻倍目标

Bank of America: SK Hynix unlikely to double memory output by 2030

By PulseAugur Editorial · [1 sources] · 2026-07-14 10:10

Bank of America analysts predict that South Korean memory manufacturers will not meet their goal of doubling production by 2030. Their projections indicate an average annual expansion rate below 10%, even after accounting for factory upgrades and transitions to more advanced processes. This forecast contrasts with the ambitious targets set by South Korean leadership. AI

IMPACT Potential impact on AI hardware supply chains and pricing due to slower-than-expected memory production growth.

RANK_REASON Bank of America report analyzing industry capacity projections.

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Bank of America: SK Hynix unlikely to double memory output by 2030

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36氪 (36Kr) TIER_1 中文(ZH) · 2026-07-14 10:10

BofA: Expects annual expansion of domestic memory production capacity to be less than 10%, far from the doubling target by 2030

美银最新报告指出，市场过分乐观地看待韩国内存巨头的扩张承诺。针对韩国总统李在明喊出的“2030年产能翻倍”口号，美银估算，除去旧厂因技术升级关闭，以及向更先进工艺过渡导致的产能减损，实际每年的扩张率将低于10%，到2030年将远不及翻倍水准。（财联社）

COVERAGE [1]

BofA: Expects annual expansion of domestic memory production capacity to be less than 10%, far from the doubling target by 2030

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