---
title: "三星电子和 SK 海力士的扩张可能会对美光科技和闪迪的收益造成压力"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286682716.md"
description: "三星电子和 SK 海力士正在增加生产能力，这可能会影响全球内存芯片市场。尽管美光科技和闪迪受益于人工智能驱动的需求，但扩大的供应可能会对它们的价格和收益施加压力。分析师表示担忧，这一产能增长可能导致到 2028 年出现过剩，可能会扭转近期的定价权"
datetime: "2026-05-17T21:19:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286682716.md)
  - [en](https://longbridge.com/en/news/286682716.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286682716.md)
---

# 三星电子和 SK 海力士的扩张可能会对美光科技和闪迪的收益造成压力

Korean giants expand: Samsung and SK Hynix are ramping up production capacity, with new facilities and upgrades potentially altering the global memory chip market. US stocks at risk: Micron and Sandisk have seen triple-digit gains from AI-driven demand, but expanded foreign supply could pressure prices and earnings. 2028 supply concerns: Analysts warn that capacity build-outs may tip the market into oversupply within two years, reversing recent pricing power.

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