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SK海力士创季度纪录，称DRAM与HBM售罄至2029年

来源标题：SK hynix Posts Record Quarter as D-Ram, HBM Sold Out Through 2029

机器译题：SK海力士创季度纪录，D-Ram与HBM售罄至2029年

来源 Seoul Economic Daily

同题报道 · 91 篇

  1. SK海力士创季度纪录，称DRAM与HBM售罄至2029年 SK hynix Posts Record Quarter as D-Ram, HBM Sold Out Through 2029 sedaily.com
  2. HBM层数由12层降至8层，SK海力士盈利逻辑或生变 HBM 12단서 8단으로…SK하이닉스 수익성 셈법 달라지나 | einfomax.co.kr
  3. HBM层数或从12层降至8层，SK海力士盈利逻辑面临变化 HBM 12단서 8단으로…SK하이닉스 수익성 셈법 달라지나 einfomax.co.kr
  4. HBM层数或从12层降至8层，SK海力士盈利逻辑面临变化 HBM 12단서 8단으로…SK하이닉스 수익성 셈법 달라지나 kbthink.com
  5. SK海力士称内存产能售罄至2029年，但随后可能出现供应过剩 SK Hynix Sells Out Memory Through 2029 But Surplus Could Follow androidheadlines.com
  6. 受AI芯片强劲需求推动，SK海力士利润激增632% SK Hynix profit jumps 632% on strong AI chip demand newsbytesapp.com
  7. SK海力士称其内存产品已售罄至2029年 SK Hynix Says Its Memory is Sold Out Until 2029 yahoo.com
  8. SK海力士创纪录利润挑战AI支出放缓担忧 SK Hynix’s Record Profit Challenges Fears of an AI Spending Slowdown koreabizwire.com
  9. SK海力士称内存产品已卖至2029年，美光亦是赢家 SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too theglobeandmail.com
  10. Cramer：SK海力士预测内存短缺将持续至2030年，美光“应成为最大赢家” Cramer: Micron “Should Be the Biggest Winner” as SK Hynix Predicts Memory Shortage Through 2030 tikr.com
  11. Cramer：SK海力士预测内存短缺将持续至2030年，美光“应成为最大赢家” Cramer: Micron “Should Be the Biggest Winner” as SK Hynix Predicts Memory Shortage Through 2030 yahoo.com
  12. SK海力士称内存产品已卖至2029年，美光亦是赢家 SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too theglobeandmail.com
  13. SK海力士称内存产品已售罄至2029年，美光亦受益 SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too theglobeandmail.com
  14. SK海力士称内存产品已售罄至2029年，美光亦受益 SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too theglobeandmail.com
  15. SK 海力士利润飙升 632%，AI 芯片需求正在发生什么？ SK Hynix Profits Skyrocket 632 Percent, What Is Happening with AI Chip Demand? aktualita.co
  16. SK海力士利润因强劲AI需求飙升632% SK Hynix's profit soars 632% on strong AI-drive... pluang.com
  17. SK海力士利润激增632%，AI驱动全球内存需求 SK Hynix’s Profit Jumped 632% as AI Eats the World’s Memory 247wallst.com
  18. SK海力士利润激增632%，AI驱动全球内存需求 SK Hynix’s Profit Jumped 632% as AI Eats the World’s Memory yahoo.com
  19. SK海力士称内存产能售罄至2029年，韩国KOSPI指数突破6000点 SK Hynix Sells Out Memory Till 2029 as Kospi Crosses 6,000 coindcx.com
  20. SK海力士AI内存芯片订单售罄至2029年，营收创纪录达746.4亿美元 SK hynix sells out AI memory chips through 2029 on record USD 74.64 billion revenue indiasnews.net
  21. SK海力士业绩远超纪录，内存短缺可能持续至2030年 SK Hynix blows past records, with memory shortage possibly lasting through 2030 marketscreener.com
  22. SK海力士AI内存芯片售罄至2029年，营收创纪录达746.4亿美元 SK hynix sells out AI memory chips through 2029 on record USD 74.64 billion revenue bignewsnetwork.com
  23. SK海力士营收创纪录达746.4亿美元，AI存储芯片售罄至2029年 Business News | SK Hynix Sells out AI Memory Chips Through 2029 on Record USD 74.64 Billion Revenue latestly.com
  24. SK海力士称AI内存芯片售罄至2029年，营收创纪录达746.4亿美元 SK hynix sells out AI memory chips through 2029 on record USD 74.64 billion revenue tribuneindia.com
  25. SK海力士季度业绩创纪录，HBM需求翻倍 SK hynix Posts Record Quarter as HBM Demand Doubles Supply sedaily.com
  26. SK海力士AI内存芯片售罄至2029年，营收创纪录达746.4亿美元 SK hynix sells out AI memory chips through 2029 on record USD 74.64 billion revenue aninews.in
  27. SK海力士称将视经济性与供给条件导入下一代DRAM SK hynix：将视经济性与供给条件导入下一代DRAM节奏 digitaltoday.co.kr
  28. SK海力士称HBM订单量超可用供应量两倍，澄清内存市场见顶担忧 “HBM orders are more than twice available supply” ... SK hynix dispels fears of a memory market peak mk.co.kr
  29. SK海力士称HBM订单量超供货量两倍，平息内存见顶论 “HBM订单量超过供货量的2倍”……海力士平息内存见顶论 mk.co.kr
  30. SK海力士称DRAM和HBM产能已售罄至2029年 存储芯片到底有多缺？SK海力士：DRAM 和 HBM 到 2029 年产能全部售罄 sohu.com
  31. SK海力士利润激增，AI芯片销售创历史新高 SK Hynix Profit Surges as AI Chip Sales Hit New Record serrarigroup.com
  32. SK海力士营业利润达83.3万亿韩元，AI热潮能否支撑其创纪录盈利？ ​Operating Profit Soars to 83.3 Trillion Won - Can the AI boom sustain SK Hynix's record earnings? economictimes.com
  33. HBM4预计Q4成主流产品，AI热潮能否支撑SK海力士创纪录盈利？ ​HBM4 Set to Become Mainstream Product in Q4 - Can the AI boom sustain SK Hynix's record earnings? economictimes.com
  34. SK海力士称DRAM和HBM产能售罄至2029年，明年资本开支将大幅增加 需求是供应的两倍！SK海力士电话会：DRAM和HBM产能售罄至2029年，明年资本开支将“大幅增加” wallstreetcn.com
  35. 内存短缺或持续至2030年，AI热潮能否支撑SK海力士创纪录盈利？ ​Memory Shortage Could Persist Through 2030 - Can the AI boom sustain SK Hynix's record earnings? economictimes.com
  36. AI热潮能否支撑SK海力士创纪录盈利？ Can the AI boom sustain SK Hynix's record earnings? economictimes.com
  37. SK海力士：尽管转向HBM4 8层堆叠，营收仍预期增长，客户订单量超供应能力两倍 HBM4 8단 전환에도 매출 성장 전망..SK하이닉스 "고객 주문량, 공급능력 2배 넘어" kpenews.com
  38. SK海力士受AI需求推动，营业利润创纪录 SK Hynix posts record operating profit on AI demand telecompaper.com
  39. SK海力士CEO称，DRAM及HBM内存产能至2029年已近乎售罄 SK海力士CEO郭鲁正：DRAM及HBM内存直至2029年产能已近乎售罄-yeeyi yeeyi.com
  40. SK海力士凭DRAM和HBM创纪录业绩，称内存售罄至2029年 SK Hynix posts record results backed by DRAM and HBM; memory sold out until 2029 digitaltoday.co.kr
  41. SK海力士2026年三季度营收首破100万亿韩元，HBM4放量出货推高业绩 SK hynix 2026年三季度营收首破100万亿韩元 HBM4放量出货推高业绩 digitaltoday.co.kr
  42. SK海力士坚持采用成熟DRAM技术，中国厂商推动下一代设计 SK Hynix Sticks With Proven DRAM Technology as China Pushes Next-Generation Designs koreabizwire.com
  43. SK Hynix第三季度利润激增632%至创纪录的630亿美元 SK Hynix Q3 profit surges 632% to record $63B newsbytesapp.com
  44. SK海力士押注EUV延续6F² DRAM，长鑫存储推进4F² SK Hynix bets on EUV to extend 6F² DRAM as CXMT pushes 4F² digitimes.com
  45. SK海力士长约已覆盖2027、2028年过半产能 記憶體缺貨還要多久？海力士長約已涵蓋2027、2028年逾半產能 pocket.tw
  46. SK海力士称DRAM和HBM产能售罄至2029年，内存短缺或持续至2030年 SK海力士：DRAM和HBM到2029年产能售罄 内存短缺或持续至2030年 guandian.cn
  47. SK海力士CEO称，DRAM及HBM内存产能至2029年已近乎售罄 SK 海力士 CEO 郭鲁正：DRAM 及 HBM 内存直至 2029 年产能已近乎售罄 ithome.com
  48. SK海力士利润飙升632%，回报100倍：详解 SK Hynix Profit Jumps 632%, Returns 100: Explained journalarta.com
  49. SK海力士利润飙升632%，回报100倍：详解 SK Hynix Profit Jumps 632%, Returns 100: Explained journalarta.com
  50. SK海力士CEO称，未来三年DRAM及HBM产能近乎售罄 SK海力士CEO：未来三年DRAM以及HBM产能产能近乎售罄，中长期销售能见度大幅提升 36kr.com
  51. SK海力士否认HBM需求放缓，称2029年前DRAM与HBM产能已全部售罄 SK 海力士否認 HBM 需求放緩，強調到 2029 年 DRAM 與 HBM 產能已全部完售 technews.tw
  52. SK海力士称上调HBM4良率目标，预计明年盈利能力进一步提升 [컨콜] SK하이닉스, HBM4 수율 목표 상향…내년 수익성 더 올라간다 greened.kr
  53. SK海力士称四季度HBM换代全面加速，HBM4将成为主力 SK하이닉스, "4분기 HBM 세대교체 본격화…HBM4가 주력 꿰찬다" widedaily.com
  54. SK海力士，HBM订单激增……供应能力已超2倍 SK하이닉스, HBM 주문 폭주… 공급 능력 2배 넘어섰다 2news.co.kr
  55. SK海力士电话会议称HBM客户需求超供应能力两倍 [Conference Call] SK hynix: "HBM customer demand exceeds supply capacity by more than 2x" asiae.co.kr
  56. SK海力士电话会议称HBM客户需求量超可供货量两倍 [컨콜]SK하이닉스 "HBM 고객 요청 물량, 공급 가능 물량의 2배 이상" asiae.co.kr
  57. [投资者关系] SK海力士 “HBM需求压倒供应……可供应量超2倍” [IR] SK하이닉스 "HBM 수요가 공급 압도…공급 가능 물량 2배 넘어" news1.kr
  58. SK海力士称HBM客户请求量为可供应量的2倍 [컨콜] SK하이닉스 "HBM 고객 요청 물량, 공급 가능량의 2배" ebn.co.kr
  59. SK海力士称HBM订单超过其供应能力的两倍 SK hynix Says HBM Orders Exceed Twice Its Supply Capacity sedaily.com
  60. SK海力士称HBM堆叠层数下调，因订单量超供应量两倍 [컨콜] SK하이닉스 "HBM 적층 단수 하향, 주문이 공급 2배 상회 영향" newspim.com
  61. SK海力士称HBM4量产顺利推进，良率稳定 [컨콜] SK하이닉스 “HBM4 양산 차질없이 진행, 수율도 안정적” asiatoday.co.kr
  62. SK海力士称HBM需求超供应两倍，规格调整后需求仍强劲 SK하이닉스 “HBM 수요, 공급의 2배 이상…사양 조정해도 견조” mydaily.co.kr
  63. SK海力士称HBM需求超供应两倍，规格调整后需求仍强劲 SK하이닉스 “HBM 수요, 공급의 2배 이상…사양 조정해도 견조” mydaily.co.kr
  64. SK海力士称HBM从12层降至8层系供应不足，客户订单达两倍 SK하이닉스 "HBM 12단→8단 하향은 공급 부족 때문…고객 주문 2배" inews24.com
  65. SK海力士称HBM需求超供应两倍，营收与利润大幅增长 "HBM 수요, 공급 대비 2배 넘어 …HBM 매출·이익 큰폭 성장" -SK하이닉스 컨콜 edaily.co.kr
  66. SK海力士称HBM4良率超出计划，上调目标 [컨콜] SK하이닉스 "HBM4 수율 계획 웃돌아…목표 상향" dailian.co.kr
  67. SK海力士称降低HBM堆叠层数不影响需求，订单量超供应能力两倍 [컨콜] SK하이닉스 “HBM 적층 단수 낮춰도 수요 영향 없어…주문량 공급능력 2배 이상” chosun.com
  68. SK海力士称HBM需求强劲，订单量超供应量两倍 SK hynix says HBM demand stays strong as orders top supply over twofold chosun.com
  69. SK海力士推进HBM4E测试，推动定制化HBM以助力AI增长 SK hynix advances HBM4E tests, drives customized HBM for AI growth chosun.com
  70. SK海力士称HBM客户请求量约为可供应量的两倍 [컨콜] SK하이닉스 HBM 고객 요청 물량, 공급 가능 물량의 2배 수준 sbs.co.kr
  71. SK海力士称HBM需求超过供应能力两倍以上 [Conference Call] SK Hynix: "HBM demand exceeds supply capacity by more than two times" mt.co.kr
  72. SK海力士称HBM请求量超过可供应量两倍 [컨콜]SK하이닉스 "HBM 요청 물량, 공급 가능 물량의 두 배 웃돌아" - 머니투데이 mt.co.kr
  73. SK海力士称HBM4E客户评估顺利，正推进定制化HBM开发 [컨콜] SK하이닉스 “HBM4E 고객 평가 순항… 맞춤형 HBM 개발도 추진” chosun.com
  74. SK海力士称因供应不足，客户降低HBM堆叠层数 [컨콜] SK하이닉스 고객사 HBM 적층 단수 하향, 공급 부족 사례 sbs.co.kr
  75. SK海力士称HBM需求是可供货量的两倍以上 [컨콜] SK하이닉스 "HBM 수요, 공급 가능 물량의 2배 이상" dailian.co.kr
  76. SK海力士建设晶圆厂以满足HBM需求，分阶段扩大产能 SK hynix builds fabs to meet HBM demand, staggers capacity expansion chosun.com
  77. SK海力士推进HBM4量产，良率领先行业 SK hynix advances HBM4 mass production as yields lead industry chosun.com
  78. SK海力士称HBM4量产顺利，后端良率处于行业最高水平 [컨콜] SK하이닉스 “HBM4 양산 순항…백엔드 수율 업계 최상위 수준” chosun.com
  79. SK海力士称定制HBM重要性提升，正与主要客户推进项目 SK하이닉스 "커스텀 HBM 중요해져…주요 고객과 프로젝트 진행" inews24.com
  80. SK海力士称定制HBM重要性提升，正与主要客户推进项目 SK하이닉스 "커스텀 HBM 중요해져…주요 고객과 프로젝트 진행" inews24.com
  81. SK海力士称HBM良率居行业前列，正与客户洽谈定制HBM "HBM 수율 업계 최상위…고객과 커스텀HBM 협의중" -SK하이닉스 컨콜 edaily.co.kr
  82. SK海力士加大投资，错开洁净室投产节奏以匹配需求 SK hynix flexes investment, staggers cleanroom rollout to match demand chosun.com
  83. SK海力士敲定2025年HBM订单，引领HBM4并缩小DRAM差距 SK hynix seals 2025 HBM deals, drives HBM4 lead and narrows DRAM gap chosun.com
  84. SK海力士称，四季度HBM4出货量将超越HBM3E，成为主力产品 [컨콜] SK하이닉스 "4Q HBM4가 HBM3E 추월…주력 제품 전환" ebn.co.kr
  85. SK海力士Q4 DRAM出货量提升约20%，NAND提升中个位数 SK hynix boosts Q4 DRAM shipments mid-20% and lifts NAND mid-single digits chosun.com
  86. SK海力士称，HBM4量产全面加速，服务器用DDR5销售增长超40% [컨콜] SK하이닉스 “HBM4 양산 본격화…서버용 DDR5 판매 40% 이상 증가” chosun.com
  87. SK海力士加速HBM4出货，韩国服务器DDR5销量激增超40% SK hynix accelerates HBM4 output as Korea’s server DDR5 sales jump over 40% chosun.com
  88. SK海力士称，HBM4量产全面加速，服务器用DDR5销售增长超40% [컨콜] SK하이닉스 “HBM4 양산 본격화…서버용 DDR5 판매 40% 이상 증가” chosun.com
  89. HBM 解析：SK 海力士创纪录利润与芯片价格上涨背后的 AI 内存 HBM explained: the AI memory behind SK Hynix’s record profits and rising chip prices investinglive.com
  90. SK海力士预计2027年DRAM需求将增长15%至20% SK Hynix expects DRAM demand to grow mid-20% in 2027 cryptobriefing.com
  91. SK海力士预计2026年第三季度利润创纪录，但ADR溢价带来风险 SK hynix forecasts record Q3 2026 profits amid strong DRAM demand and AI growth, but ADR premium poses risks. pluang.com