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Back南亞科股價強彈4.08% 受惠彭博報告預測DRAM供需緊俏至2030年
南亞科股價強彈4.08% 受惠彭博報告預測DRAM供需緊俏至2030年
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自由时报1 hour agoBusiness1 min readChinaView translation

南亞科股價強彈4.08% 受惠彭博報告預測DRAM供需緊俏至2030年

Quick Look

南亞科總經理李培瑛所屬的DRAM大廠南亞科(2408)受惠彭博報告指出,國際記憶體大廠將資源轉向高頻寬記憶體(HBM),導致一般型DRAM產能被排擠,供需緊俏格局恐延續至2027年甚至2030年,激勵股價盤中最高站上486元,截至上午11時仍大漲4.08%,暫報484.5元。

AI-generated summary

Why It Matters

南亞科為台灣DRAM製造廠商,近期受惠於國際記憶體大廠三星、SK海力士、美光將資源轉向高頻寬記憶體(HBM),導致一般型DRAM產能被排擠,供需失衡情況可能延長。

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南亞科總經理李培瑛(資料照)

〔記者林薏茹/台北報導〕DRAM大廠南亞科(2408)受惠彭博唱旺DRAM吃緊情況恐延續至2030年,激勵今(16)日股價回神強彈,開高走高,盤中最高站上486元、勁揚4.4%,截至上午11時,仍大漲4.08%、暫報484.5元,成交量1.9萬張。

觀察三大法人動向,外資昨再度賣超6568張,已連續賣超5個交易日,共出脫超過3.5萬張,投信昨也賣超1525張,同樣為連五賣,僅自營商站在買方,小幅買超167張,三大法人昨合計賣超7926張。

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彭博資訊最新分析指出,三星、SK海力士、美光等國際記憶體大廠優先將資源轉向高頻寬記憶體(HBM),進一步排擠一般型DRAM產能,只要全球雲端大廠持續加碼AI基礎建設,DRAM供需緊俏格局至少延續至2027年,甚至拉長到2029年至2030年。

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What to Watch

AI outlook — possibilities, not facts

  • 全球DRAM供需緊俏格局將延續至2027年,甚至拉長至2029年至2030年

    Likely · Within years

Open Questions

  • 南亞科是否具備足夠產能應對未來DRAM需求成長?
  • 彭博報告中提及的2030年時間點是基於何種假設?
  • 外資連續賣超是否反映對長期前景的疑慮?

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