---
title: "三星電子和 SK 海力士的擴張可能會對美光科技和閃迪的收益造成壓力"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286682716.md"
description: "三星電子和 SK 海力士正在增加生產能力，這可能會影響全球內存芯片市場。儘管美光科技和閃迪受益於人工智能驅動的需求，但擴大的供應可能會對它們的價格和收益施加壓力。分析師表示擔憂，這一產能增長可能導致到 2028 年出現過剩，可能會扭轉近期的定價權"
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)
---

# 三星電子和 SK 海力士的擴張可能會對美光科技和閃迪的收益造成壓力

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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