[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio02a28966":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio02a28966","铠侠闪迪(SNDK)合作加码日本NAND产能-六年5万亿日元投入瞄准AI存储缺口","\u002Fdoc\u002Fdcio02a28966","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，日本NAND闪存制造商铠侠控股与其制造合作伙伴闪迪(SNDK)计划在日本投入超过5万亿日元(约合314亿美元)，大幅提升产能，以缓解AI数据中心关键存储元件供应紧张的局势。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>铠侠首席执行官Hiroo Ota周四表示，这家总部位于东京的闪存巨头计划在未来六年内完成上述投资规模，其中仅北上(Kitakami)新工厂一项即拟投入1.8万亿日元。该工厂将生产最新一代高密度3D闪存芯片，专门面向AI服务所产生的海量工作负载进行优化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此次铠侠携手闪迪的扩产计划，折射出全球头部存储芯片制造商正面临日益增长的压力——必须加速释放产能，以缓解当前芯片短缺引发的电子产品成本上涨问题。目前，存储芯片价格在全球范围内持续攀升，已对英伟达(NVDA)、各大汽车制造商及移动设备厂商的利润空间构成挤压。在早些时候的财报电话会议上，英伟达高管也就供应紧张和利润率承压发出预警。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Ota在与日本首相高市早苗会晤后表示“北上工厂将成为我们尖端NAND芯片的核心生产基地，我们预计该基地业务将实现显著增长。”他同时透露，铠侠希望日本政府能承担约三分之一的扩建成本。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>闪迪首席执行官David Goeckeler则在同场会谈中向高市早苗发出参访工厂的邀请，并表示“随着今天合资项目的公布，再加上政府的支持，我们正助力日本在该关键技术上确立全球领先地位。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>受此消息提振，铠侠股价周四在东京市场收涨5%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>当前，从Alphabet(GOOGL)到Meta(META)等大型科技企业纷纷签署多年期合同，以确保数据中心的存储供应，这推动铠侠的韩国竞争对手三星电子(SSNLF)和SK海力士(SKHY)相继出台大规模资本支出计划。与此同时，中国长江存储正以较低利润率的消费级市场为突破口，持续抢占份额。但近期，市场担忧铠侠的扩产时机可能恰逢未来供过于求的周期拐点，这一预期令其股价承压——自6月高点以来已累计腰斩。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>花旗分析师Takero Fujiwara认为，铠侠完全有能力凭借在手现金轻松支撑数十亿美元的资本支出。“尽管公司对资本支出保持审慎，但我们认为它已展现出在必要时果断投资的决心，”他表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>日本政府近年来持续向境内设厂的芯片制造商提供财政支持，包括台积电(TSMC)、索尼集团(SONY)及美光科技(MU)，意在重夺日本在半导体领域昔日的领先地位。铠侠已于上月启动其第十代堆叠BiCS闪存芯片的出货，未来北上基地将专注生产用于数据中心的高端NAND芯片，而位于日本中部三重县的四日市(Yokkaichi)另一主要制造基地，则将聚焦智能手机等消费电子产品的芯片供应。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]