“HBM需求是供应的两倍”……SK海力士抛出的数字，能否带动半导体股走强

同题报道 · 68 篇

1. 10/29 23:20 “HBM需求是供应的两倍”……SK海力士抛出的数字，能否带动半导体股走强 "HBM 수요, 공급의 2배"…하이닉스가 던진 숫자, 반도체주 강세 이끌까 newsis.com
2. 10/29 19:25 SK海力士警告全球存储芯片短缺短期内不会结束 SK Hynix Warns Global Memory Chip Shortage Won’t End Anytime Soon propakistani.pk
3. 10/29 19:00 SK 海力士财报：因 AI 内存需求强劲，我们上调了公允价值预估 SK Hynix Earnings: We Raise Fair Value Estimate on Strong AI Memory Demand morningstar.com
4. 10/29 17:57 SK hynix季度收入突破104.6万亿韩元，启动100万亿股东回报大计 sohu.com
5. 10/29 17:25 SK海力士第三季度业绩创纪录，并警告内存短缺将持续至2030年 SK Hynix Posts Record Q3 Earnings and Warns of Memory Shortage Through 2030 hi-tech.ua
6. 10/29 16:28 SK海力士季度营收突破100万亿韩元，称内存短缺将持续至2030年 SK Hynix tops 100 tril. won in quarterly revenue, says memory shortage will last through 2030 hani.co.kr
7. 10/29 16:28 SK海力士季度营收突破100万亿韩元，称内存短缺将持续至2030年 SK Hynix tops 100 tril. won in quarterly revenue, says memory shortage will last through 2030 hani.co.kr
8. 10/29 16:16 苹果内存合作伙伴SK海力士预测高价格将持续至2030年 Apple Memory Partner SK Hynix Predicts High Prices Until 2030 macobserver.com
9. 10/29 12:16 SK海力士：受AI内存需求驱动创下历史纪录 SK Hynix: Historic Record Driven by AI Memory Demand investx.fr
10. 10/29 11:58 SK海力士季度营收首次突破100万亿韩元，HBM4将于第四季度成为主力产品 SK hynixの四半期売上高が初の100兆ウォン突破、HBM4が第4四半期より主力製品へ mynavi.jp
11. 10/29 11:55 SK Hynix季度营业利润率突破79%——韩国内存红利能持续多久？ SK Hynix's Quarterly Operating Margin Tops 79% — How Long Can South Korea's Memory Windfall Last? biggo.com
12. 10/29 10:33 HBM需求两倍，海力士派单到2029！ sohu.com
13. 10/29 10:21 手机、电脑再涨三年？海力士：记忆体到 2030 年都没货 手機、電腦再漲三年？海力士：記憶體到 2030 年都沒貨 ettoday.net
14. 10/29 10:05 HBM·DRAM未来3年实质“售罄”……SK海力士：“客户请求量是可供货量的2倍” HBM·D램 향후 3년 사실상 ‘완판’…SK하이닉스 “고객 요청, 공급 가능 물량의 2배” news21tongsin.co.kr
15. 10/29 10:02 SK海力士称HBM需求是供应能力的两倍 SK hynix says HBM demand doubles supply capacity mk.co.kr
16. 10/29 09:09 SK hynix 第三季度财报创新高 预测记忆体短缺将持续至 2030 年 SK hynix 第三季度財報創新高 預測記憶體短缺將持續至 2030 年 techritual.com
17. 10/29 09:06 SK海力士对内存半导体长期景气持乐观态度，获海外券商好评并提振HBM4预期 SK하이닉스 '메모리반도체 장기 호황' 확신에 해외 증권가 호평, HBM4 성과도 기대 높여 businesspost.co.kr
18. 10/29 09:02 SK海力士公布创纪录的第三季度业绩，警告内存短缺将持续至2030年 - GSMArena.com 新闻 SK hynix reports record Q3 numbers, warns that the memory shortage will last through 2030 - GSMArena.com news gsmarena.com
19. 10/29 08:11 SK海力士营业利润83万亿创历史新高，HBM成主要驱动力 SK하이닉스 영업익 83조 사상 최대, HBM이 이끌었다 kmjournal.net
20. 10/29 08:00 SK海力士“3年DRAM·HBM售罄”……第三季度营业利润83万亿 - 哇网今日市场策略 SK하이닉스 “3년치 D램·HBM 완판”… 3분기 영업이익 83조 - 와우넷 오늘장전략 wowtv.co.kr
21. 10/29 07:56 SK海力士警告加剧苹果提价压力 内存短缺或持续至2030年 SK Hynix warning adds pressure on Apple to raise prices as memory shortage may last until 2030 digitaltoday.co.kr
22. 10/29 07:41 ‘第 7 代 HBM’ 全球首次出货……开启季度营业利润 100 万亿韩元时代[创刊 35 周年特辑] ‘7세대 HBM’ 세계 첫 출하… 분기 영업익 100조 시대 열었다[창간 35주년 특집] munhwa.com
23. 10/29 07:25 SK海力士季度营收首破100万亿韩元，营业利润达83万亿韩元 SK hynix Quarterly Revenue Tops 100 Trillion Won for First Time; 83 Trillion Won Operating Profit thelec.net
24. 10/29 07:07 SK海力士“2029年前DRAM·HBM实质售罄”……季度营收104万亿，营业利润率80% SK하이닉스 "2029년까지 D램·HBM 사실상 완판"…분기 매출 104조, 영업이익률 80% solnews.co.kr
25. 10/29 05:16 SK海力士季度业绩创纪录，AI内存需求远超供应 Chip Maker SK Hynix Posts Record Quarter as AI Memory Demand Overwhelms Supply yahoo.com
26. 10/29 05:16 SK海力士季度业绩创纪录，AI内存需求远超供应 Chip Maker SK Hynix Posts Record Quarter as AI Memory Demand Overwhelms Supply decrypt.co
27. 10/29 05:16 SK海力士季度业绩创纪录，AI内存需求远超供应 Chip Maker SK Hynix Posts Record Quarter as AI Memory Demand Overwhelms Supply decrypt.co
28. 10/29 03:30 SK海力士“DRAM-HBM 2029年前售罄” 打消见顶担忧 SK하이닉스 “D램-HBM 2029년까지 완판” 피크아웃 우려 일축 donga.com
29. 10/29 02:56 SK hynix 确认内存短缺将持续至 2030 年，预计 PC 和手机出货量将减少 SK hynix confirms memory shortage through 2030, expects fewer PCs and phones pasqualepillitteri.it
30. 10/29 01:10 SK hynix 上季收入首破 100 万亿韩元 营业利润率 80% 跑赢台积电 SK hynix 上季收入首破 100 萬億韓元 營業利潤率 80% 跑贏台積電 techapple.com
31. 10/29 00:44 SK海力士第三季度业绩创纪录，AI存储需求激增驱动增长 SK Hynix Reports Record Q3 Results Driven by AI Memory Surge eetimes.com
32. 10/29 00:43 SK海力士第三季度业绩创纪录，AI存储需求激增驱动增长 SK Hynix Reports Record Q3 Results Driven by AI Memory Surge eetimes.com
33. 10/29 00:04 SK海力士锁定50% HBM市场份额，售罄至…… SK hynix secures 50% HBM market, sold out throu... pluang.com
34. 10/28 23:55 SK Hynix 销售额达 100 万亿，回馈 60 万亿 SK Hynix Posts 100 Trillion Sales, Returns 60 Trillion chosun.com
35. 10/28 23:23 SK 海力士财报：因 AI 内存需求强劲，我们上调了公允价值预估 SK Hynix Earnings: We Raise Fair Value Estimate on Strong AI Memory Demand morningstar.com
36. 10/28 23:20 SK Hynix营收创纪录，AI内存热潮推动DRAM价格上涨 SK Hynix hits record revenue as AI memory boom drives DRAM prices higher proactiveinvestors.com
37. 10/28 23:15 SK 海力士财报：因 AI 内存需求强劲，我们上调了公允价值预估 SK Hynix Earnings: We Raise Fair Value Estimate on Strong AI Memory Demand morningstar.com
38. 10/28 23:07 利润激增七倍：SK 海力士业绩爆发，尽管有 100 万亿韩元的股东回报和持续到 2030 年的短缺，市场反应却平淡 Sevenfold Profit Surge: SK Hynix’s Earnings Boom Meets Muted Market Response Despite 100 Trillion Won Shareholder Return and Shortage Through 2030 tmgm.com
39. 10/28 23:02 “未来3年DRAM·HBM供应量实质售罄”⋯ 打消AI见顶论 “향후 3년간 D램·HBM 물량 사실상 완판”⋯ AI 정점론 일축 kmib.co.kr
40. 10/28 21:26 [AI MY新闻] 纽约半导体股预览...SK海力士业绩利好 美国半导体股走强 [AI MY 뉴스] 뉴욕 반도체주 프리뷰...SK하이닉스 호실적에 美 반도체주 강세 newspim.com
41. 10/28 21:19 苹果供应商SK海力士称，内存短缺将持续至2030年 Apple Supplier SK Hynix Says Memory Shortage to Last Until 2030 ithinkdiff.com
42. 10/28 20:28 SK海力士再创纪录……“三年份的DRAM和HBM已售罄” SKHY posts another record ... “Three years’ worth of DRAM and HBM sold out” fnnews.com
43. 10/28 20:28 SK海力士再创最大业绩……“3年DRAM · HBM售罄” 또 최대실적 쓴 SK하닉... "3년치 D램 · HBM 완판" fnnews.com
44. 10/28 19:57 SK海力士警告供应受限将持续，内存困境将延续至2030年 Memory woes to extend into 2030 as SK Hynix warns supply constraints will continue sdxcentral.com
45. 10/28 19:28 主要内存供应商SK海力士称，内存短缺将持续至2030年 Top RAM supplier SK Hynix claims memory shortage will "persist" through 2030 neowin.net
46. 10/28 18:48 SK海力士称DRAM和HBM订单已排至2029年，利润飙升至620亿美元 SK hynix says DRAM, HBM booked through 2029 as profit soars to $62B koreajoongangdaily.com
47. 10/28 17:52 海力士财报预计内存供不应求延续至2030年 sohu.com
48. 10/28 17:04 SK海力士称第三季度营业利润超600亿美元后，三年DRAM、HBM产量售罄 SK Hynix Says Three Years of DRAM, HBM Output Sold Out After Q3 Operating Profit Tops $60 Billion bloomingbit.io
49. 10/28 16:30 SK海力士卖出100万亿韩元，留下80万亿韩元……3年HBM“售罄”，100万亿韩元股东回报“礼物” SK하이닉스, 100조 팔아 80조 남겼다…3년 간 HBM ‘솔드아웃’, 100조 주주환원 ‘선물’ ceoscoredaily.com
50. 10/28 15:13 SK海力士预测内存短缺将持续至 2030 年，游戏主机和 PC 价格压力将持续 Price Pressures on Consoles and PCs to Continue as SK Hynix Forecasts Memory Shortage Until 2030 invenglobal.com
51. 10/28 15:13 SK海力士预测内存短缺将持续至 2030 年，游戏主机和 PC 价格压力将持续 Price Pressures on Consoles and PCs to Continue as SK Hynix Forecasts Memory Shortage Until 2030 invenglobal.com
52. 10/28 15:08 主机和PC价格压力将持续……SK海力士警告“内存短缺将持续至2030年” Console and PC Price Pressures to Continue... SK Hynix Warns "Memory Shortage Until 2030" invenglobal.com
53. 10/28 14:55 AI投资本应放缓……SK海力士：“内存三年份的货实际上已全售罄” AI 투자 꺾인다더니…SK하이닉스 "메모리 3년치 사실상 다 팔렸다" cwn.kr
54. 10/28 14:38 主机和PC价格压力将持续……SK海力士预计“内存短缺将持续至2030年” Console and PC Price Pressure to Continue... SK Hynix Sees "Memory Shortage Until 2030" invenglobal.com
55. 10/28 14:29 SK海力士，季度营收首次突破100万亿……凭借HBM4创下史上最大业绩 SK하이닉스, 분기 매출 첫 100조 돌파…HBM4 앞세워 사상 최대 실적 the-tech.co.kr
56. 10/28 12:50 SK海力士凭借DRAM·HBM创史上最大业绩……“2029年前内存售罄” SK하이닉스, D램·HBM 앞세워 사상 최대 실적..."2029년까지 메모리 솔드아웃" digitaltoday.co.kr
57. 10/28 11:31 SK海力士业绩亮眼提振KOSPI，接下来是“微软·亚马逊”……能否证明AI盈利能力 하이닉스 호실적에 웃은 코스피, 다음은 'MS·아마존'...AI 수익성 입증할까 opinionnews.co.kr
58. 10/28 10:59 海力士季度营收首破100万亿韩元……“AI基础设施投资主体正在扩大” 하이닉스 분기 매출 첫 100조 돌파…“AI 인프라 투자주체 확대중” hani.co.kr
59. 10/28 10:34 [财报电话会]SK海力士郭诺政：“商业环境发生根本性转变”……“DRAM和HBM售罄至2029年”（综合） [Earnings Call] SK hynix's Kwak Nojung: "Fundamental Shift in Business Environment"... "DRAM and HBM Sold Out Through 2029" (Update) asiae.co.kr
60. 10/28 10:34 [电话会]SK海力士郭诺政“商业环境根本性变化”……“2029年前DRAM·HBM‘售罄’”（综合） [컨콜]SK하이닉스 곽노정 "사업 환경 근본적 변화"…"2029년까지 D램·HBM '완판'"(종합) asiae.co.kr
61. 10/28 10:18 SK海力士，再次确认“AI内存领导力”……“3年内存售罄” SK하이닉스, 'AI 메모리 리더십' 재확인..."3년 치 메모리 솔드아웃" opinionnews.co.kr
62. 10/28 09:58 [综合] SK 海力士全面扩大 HBM4 供应……未来三年产能基本“售罄” [종합] SK하이닉스, HBM4 공급 확대 본격화…향후 3년 물량 사실상 `완판` ddaily.co.kr
63. 10/28 09:40 SK海力士，3Q营业利润率“梦幻80%”……HBM引领，DRAM·NAND跟进 SK하이닉스, 3Q 영업이익률 '꿈의 80%'…HBM 끌고 D램·낸드 밀고 news1.kr
64. 10/28 09:39 郭鲁正SK海力士代表“投资成果与股东共享”···对AI·HBM增长充满信心 곽노정 SK하이닉스 대표 "투자 성과 주주와 공유"···AI·HBM 성장 자신감 smartbizn.com
65. 10/28 09:25 2029年前DRAM·HBM售罄，长期合同占一半以上 … 以100万亿韩元规模史无前例的股东回报作为回报 2029년까지 D램·HBM 솔드아웃, 장기계약 절반 이상 … 100조 규모 역대급 주주환원으로 보답 newdaily.co.kr
66. 10/28 08:57 SK海力士财报：昂贵的内存意味着更少的PC和手机，公司称 SK hynix Earnings: Costly Memory Means Fewer PCs and Phones, It Says stocktitan.net
67. 10/28 08:01 卖100韩元赚80韩元……SK海力士，盈利能力再次超越台积电 100원 팔아 80원 남겼다…SK하이닉스, 수익성서 TSMC 또 추월 ajunews.com
68. 10/28 06:59 [AI MY股市展望] “SK海力士业绩预期，料推动KOSPI高开” [AI MY 증시전망] "SK하이닉스 실적 기대, 코스피 상승 출발 전망" newspim.com