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
Saham cip memori mengalami kerugian besar minggu ini. SK Hynix jatuh 26% dalam tempoh lima hari yang lalu, Samsung jatuh 22%, dan Micron jatuh kira-kira 11%. Pasaran bimbang bahawa produk storan pelayan CXMT China berdasarkan seni bina baharu mungkin merampas bahagian pasaran, dan mungkin terdapat lebihan bekalan pada tahun 2029. Penganalisis ragu-ragu tentang hasil pengeluaran besar-besaran CXMT, dan Counterpoint meramalkan bahawa harga DRAM pada 2028 akan jatuh kira-kira 23% berbanding 2027, tetapi pada tahun 2027 masih akan lebih tinggi. 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