银魂 真人版存储芯片贵到离谱，SK海力士拟赴美建厂控价_我的网站
A |  As Typhoon Dolphin continues to batter eastern China from Sunday afternoon after making landfall, a new typhoon system, Peilou, the 16th typhoon of the year, formed in the western North Pacific on, creating a rare situation with three typhoons Dolphin, Chan-hom and Peilou active simultaneously. The National Meteorological Center (NMC) issued its second typhoon red alert of the year on Sunday morning, weather.com.cn reported. Under the influence of Typhoon Dolphin, Shanghai experienced significant winds and rainfall. As of 5 pm on Sunday, a total of 215,600 people had been relocated from high-risk areas across Shanghai, China Radio International (CRI) reported on Monday. Shanghai put in place preparatory measures in response to strong winds and heavy rainfall created by Typhoon Dolphin. As of 5 pm on Sunday, waterlogging had been cleared at 155 of the city’s 181 reported waterlogged sites, with response teams from different departments working to address the remaining 26, according to CRI. Meanwhile, air traffic across East China was seriously influenced by the weather system, with widespread flight cancellations at multiple airports. More than 80 percent of flights at Shanghai’s Pudong and Hongqiao airports were canceled as of 6 pm on Sunday. Of Shanghai Pudong International Airport’s 889 scheduled arrivals, 760 were canceled, while 729 of 897 departures were grounded. At Shanghai’s Hongqiao International Airport, almost all 431 scheduled arrivals were canceled, while 342 of 431 departing flights were unable to depart. Typhoon-related flight restrictions also impacted Southwest China’s Sichuan and Chongqing, prompting widespread cancellations of flights to and from the Yangtze River Delta. A typhoon track and airport impact forecast map from aviation information platform Variflight.com revealed that as many as 44 airports were likley to be affected by Typhoon Dolphin between August 9 to 12. According to China Meteorological Administration, Typhoon Dolphin has three notable characteristics. First, it traveled a long distance across the open ocean, showing an unusually long lifespan. The typhoon formed near the International Date Line, and its track length before landfall exceeds 6,000 kilometers. Its period of activity is expected to exceed 15 days – three times that of a typical typhoon. It become the first typhoon on record to form near the International Date Line and made landfall in China with at least tropical-storm strength, Beijing News reported on Sunday. Second, it underwent explosive intensification and remained at high intensity for an extended period. Within 48 hours of its formation, the typhoon rapidly strengthened into a super typhoon, reaching a peak intensity of 65 meters per second, making it the second-strongest typhoon of the year so far. It maintained super typhoon strength for as long as 5.5 days and has remained at typhoon strength or above for nine days, according to weather.com.cn. Third, Typhoon Dolphin has an exceptionally large circulation, with a 7-level wind radius of 420 to 450 kilometers and a circulation diameter of about 1,300 kilometers. It is expected to bring more than three days of strong winds to the East China Sea and torrential rain across much of East China, with local rainfall exceeding 600 millimeters at some places. Authorities urge the public to guard against flash floods and geological hazards and avoid coastal, mountainous and river-valley areas, weather.com.cn. Typhoon Peilou formed at a tropical storm level. At 2 pm, the typhoon’s center was located over the western North Pacific, about 740 kilometers north-northwest of Saipan, Guam, packing winds of up to 65 kilometers per hour near its center, China Central Television (CCTV) reported on Sunday. The name “Peilou” comes from China’s Macao, referencing a common migratory bird found in the region. Typhoon Peilou is forecast to move rapidly eastward at a speed of 25 to 30 kilometers per hour, with its intensity gradually strengthening. It is expected to have no impact on China in the coming days, CCTV reported. According to Zhou Guanbo, the chief weather forecaster at the National Meteorological Center (NMC), July to September is the peak season for typhoon formation, with August seeing the most storms form and make landfall in China. Zhou said that typhoon activity reaches its peak in August, when the number of storms forming and making landfall in China is the highest of the year. Therefore, having three typhoons or two typhoons active at the same time is not unusual, Beijing News reported on Sunday. According to Zhou, the Pacific entered an El Nino state in May 2026, with sea surface temperatures in the central and eastern equatorial Pacific continuing to rise. Compared with last year’s La Nina year, typhoons this year are expected to form farther east, allowing them to gain more energy and moisture over the open ocean. This year, the number of typhoons that have formed and made landfall in July was higher than usual. Five typhoons formed over the western North Pacific and the South China Sea in July, three of which made landfall in China, Beijing News reported, citing the China Meteorological Administration. In August, six to seven storms are forecast to form – above the long-term average of 5.6 – with two to three expected to make landfall in or significantly affect China, near the average of 2.3. In August, one to two strong typhoons are expected to move northward into northern and northeastern China. Experts noted that even as the main body of these northward-moving typhoons weaken, their outer circulation and interaction with cold and warm air could trigger widespread extreme rainfall, which need heightened precautions, according to Beijing News. Global Times 。 明年AI芯片需求或将暴涨60%至100%。
B | SK集团会长崔泰源近日在记者会上表示，当前存储芯片价格处于“异常高位”。
C | 他强调：“即便站在半导体企业自身角度，也必须扩大供给以压低芯片售价。”他补充称，出于扩充产能、应对贸易压力两大核心考量，SK海力士正规划在美国新建半导体工厂。 崔泰源会长指出：“目前存储芯片价格高得反常。AI企业尚可通过自身投资消化成本上涨，但PC、手机厂商只能将芯片涨价成本转嫁至终端产品。这类产品的消费群体以普通消费者为主，终端售价上调空间十分有限。
D | 为避免出现‘芯片通胀’——也就是芯片涨价带动整机成本攀升的局面，行业必须增加供给。” 崔泰源警示，芯片价格长期高位运行最终会损害半导体企业的利益。他表示：“即便会压缩利润空间，扩大产能、守住市场、协同发展，才是韩国半导体产业持续发展的核心出路。
E | 如果各大厂商不新建产线、任由价格持续走高，市场规模会不断萎缩，同时大量新竞争者必然涌入行业。”他提到，特斯拉首席执行官马斯克等企业高层纷纷入局半导体制造，根源就在于当前行业利润过高。 他同时对大国之间潜在的地缘政治表达担忧：“芯片价格持续暴涨、引发芯片通胀，会衍生一系列地缘矛盾。不能只顾眼前短期利益，要培育市场，实现长期稳定发展。” 在强调扩产必要性的同时，崔泰源预判短期芯片价格很难回落。
F | 他称，明年AI芯片需求或将暴涨60%至100%，但头部厂商的产能增量微乎其微。AI相关需求已占据半导体整体市场过半份额，整体行业需求涨幅至少可达50%至60%。 崔泰源预计明年芯片供给短缺问题将进一步加剧。他说道：“明年没有哪家企业会大规模扩产，行业供需形势严峻，甚至可以说一片混乱。各方都在向我们提出诉求、施压，韩国政府后续也大概率会承受来自海外各方的压力。” 他接着表示：“这也是为什么我们除了在湖南地区布局产线，同时也要考虑赴美建厂，条件允许就必须落地。我们需要兼顾各类贸易摩擦与行业难题，因此正在评估海外建厂方案。”崔泰源会长表示：“目前团队正在全球筛选建厂选址，摸排全球所有可行地块，对比各地建厂条件、建设速度与产能规模，择优快速落地新建工厂。” 值得注意的是，SK海力士正在同时开建四个超级工程，一是龙仁半导体集群：600万亿韩元，将龙仁打造为全球AI存储生产基地。原定2045年完工的4座工厂，将全部提前12年到2033年完成（首座已提前到2027年5月竣工）。目前，首座工厂已于2025年2月全面动工，主体结构基本建成。 二是清州基地，100万亿韩元。用于新建NAND晶圆厂、引入生产设备、加强HBM后端先进封装能力。其中下一代先进封装工厂（P&T7）投资约19万亿韩元，预计2027年底完工。 三是西南地区新集群，400万亿韩元。
G | 在韩国西南部的光州、全罗南道一带建设新的存储前端制程集群，主要做存储芯片前端制程。
H | 选址尚未确定，但相关准备工作立即开始。 四是美国普渡大学园区工厂，2024年动工，投资约38.7亿美元，专注于HBM先进封装，2028年投产。这是SK海力士首次在美国本土建厂，也是它在地缘政治上“靠拢美国”的关键一步。 *声明：本文系原作者创作。
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