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"content": "<p>三星电子(<a data-symbol-template=\"GF:005930KS:FUTURES:STOCK\" href=\"#\">005930KS</a>) 与SK海力士(<a data-symbol-template=\"GF:000660KS:FUTURES:STOCK\" href=\"#\">000660KS</a>) 正同步加快在中国的NAND快闪记忆体布局，两家南韩记忆体大厂计划在明年前陆续完成新一轮设备投资，锁定人工智慧（AI）伺服器带动的高阶储存需求成长。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6586055/l/88e694704743d9f0b937eb24700317d1.jpg\" alt=\"三星、SK海力士加码中国NAND产能！西安、大连扩产同步加速\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《ZDnet》报导，三星电子已具体化西安厂第9代NAND转换投资计划，并确定追加设备投资方案，相关设备采购订单预计在今年底前敲定，补充投资则规划于明年下半年启动。</p>\n\n<p>三星第9代NAND采用280层堆叠架构，是目前最先进的NAND产品之一，该产线预计月产能可达4万至5万片晶圆。</p>\n\n<p>为强化第9代NAND量产的稳定性，三星近期进一步确定追加投资计划，主要增加蚀刻制程设备。NAND需要将大量记忆体单元垂直堆叠，因此制程必须在晶圆上蚀刻出极深的通道孔，对蚀刻设备的精度及加工深度要求相当高。</p>\n\n<p>业界人士透露，三星预计明年下半年执行相关补充投资，设备采购订单则预计在今年底前确定。</p>\n\n<p>受到AI伺服器等应用对高阶NAND需求快速成长的带动，三星将在今年与明年分阶段扩大中国先进NAND产能。</p>\n\n<p>与此同时，SK海力士则已自今年第3季起，在大连第2座工厂推进NAND产品升级所需的设备投资，目前规划的产能规模约为每月3万片晶圆，相关投资预计持续至明年。</p>\n\n<p>大连厂此次投资也代表SK海力士在中国的NAND产能建置进一步加速，与三星西安厂的扩产计划形成呼应。</p>\n\n<p>分析指出，两家南韩记忆体大厂接连扩大中国产线投资，显示中国工厂在其高阶NAND产品布局中的重要性持续提高。</p>\n\n<p>随着AI基础设施建置加速，高阶NAND需求快速增加，也成为此次扩产计划的重要推力，将进一步提高两家企业高阶产品的供应能力。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-11965.html\" title=\"日化大厂花王变身「洗晶片冠军」 海外首座洗净中心在新竹\">日化大厂花王变身「洗晶片冠军」 海外首座洗净中心在新竹</a></li>\n <li><a href=\"/new/AI/article-8121.html\" title=\"业内专家：RISC-V凭借模组化优势迎来产业风口\">业内专家：RISC-V凭借模组化优势迎来产业风口</a></li>\n <li><a href=\"/new/AI/article-1832.html\" title=\"今年全球半导体市场规模 估激增90% 突破1.5兆美元\">今年全球半导体市场规模 估激增90% 突破1.5兆美元</a></li>\n <li><a href=\"/new/AI/article-8186.html\" title=\"SpaceX重挫后浮现买点？特斯拉大多头：市场几乎没算进AI价值 \">SpaceX重挫后浮现买点？特斯拉大多头：市场几乎没算进AI价值 </a></li>\n <li><a href=\"/new/AI/article-8778.html\" title=\"日本熊本县地震 多家半导体工厂停工\">日本熊本县地震 多家半导体工厂停工</a></li>\n <li><a href=\"/new/AI/article-2023.html\" title=\"〈美股早盘〉晶片股续弹、油价回落助攻 主要指数走高\">〈美股早盘〉晶片股续弹、油价回落助攻 主要指数走高</a></li>\n </ul>\n</div>",
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