Unverified50% confidenceTradeoffExact time

存储芯片是资本密集且周期性极强的行业，产能落地往往滞后需求18-24个月，在价格高点大举扩产往往在下一个低谷造成惨重损失

1

Sources

50%

Confidence

Long-term

Relevance

7/11/2026

First Seen

Sources

SK Hynix's Record $26.5B IPO: The AI Memory Chip Boom and the U.S. Factory Chess Game

rss7/10/2026

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