SK海力士、三星、美光存储股遭重挫，中国CXMT竞争与2029年供应过剩为两大担忧
Memory stocks are getting hammered. China and a 2029 oversupply are the big worries
Memory chip stocks suffered heavy losses this week. SK Hynix fell 26% in the past five days, Samsung fell 22%, and Micron fell about 11%. The market is worried that China's CXMT's server storage products based on the new architecture may seize market share, and there may be oversupply in 2029. Analysts are skeptical about CXMT’s mass production yield, and Counterpoint predicts that DRAM prices in 2028 will fall by approximately 23% compared with 2027, but will still be approximately 230% higher than in 2025.
The collective plunge in memory chip stocks reflects rising market concerns about semiconductor competition and forward supply, which may curb global risk appetite and provide emotional support for safe-haven assets such as gold. The currencies of chip-exporting economies such as the Korean won are more sensitive to relevant supply chain news, and foreign exchange traders need to pay attention to changes in risk sentiment and capital flows.
原文给出 SK 海力士、三星、美光近五日跌幅，并对比分析师对 CXMT 量产与 2029 年供给过剩的判断。
来源：CNBC Top News · cnbc.com