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消息称三星电子、SK 海力士持续投资扩充在中 NAND 产能_我的网站

一 |      8 月 26 日消息，韩媒 ZDNET Korea 在其当地时间 24 的报道中表示，该国两大半导体企业三星电子、SK 海力士正持续向中国 NAND 晶圆厂投资，以扩充闪存产能，缩小供需差距。    (ECNS) -- A freight train carrying over 200 metric tons of fresh plums departed from Aksu, northwest China's Xinjiang Uygur Autonomous Region, for Jiaxing, Zhejiang Province, on Monday, marking the launch of the region’s first cold-chain express train service for local fresh fruits.    To facilitate the nationwide distribution of regional specialties like apples in Aksu and plums in Jiashi county, Xinjiang railway authorities partnered with China Railway Special Cargo Logistics Co., Ltd., utilizing refrigerated containers to build a direct cold-chain transport corridor for fruits from southern Xinjiang to the market of the Yangtze River Delta.    The advanced refrigerated containers used for this transport allow 24-hour real-time monitoring of temperature, humidity, and location, which customers can track via a mobile mini-program. To protect the fruits, operators optimized the loading process to under four hours, improving efficiency by over 20% and ensuring same-day dispatch.    This new service highlights the growing capacity of Xinjiang’s logistics sector, with the region’s railway freight volume reaching 145 million metric tons in the first seven months of this year, representing a 3.9% year-on-year increase.    (By Intern Lin Qiaochu, Zhang Dongfang)                    。

二 | ▲ 三星电子 V9 1Tb TLC报道指出，三星电子自 2026H1 以来一直在推进西安 X2 晶圆厂的工艺升级，将既有老旧制程产线升级至最新的第 9 代 V NAND（286 层）。消息人士表示，三星电子计划为该工厂导入新的蚀刻工艺设备，相关采购订单预计在 2026 年内落地。另一方面 SK 海力士的投资则围绕大连第二晶圆厂展开，计划新增每月 3 万片晶圆的产能，光刻机等关键制造设备预计将从 2026 年 10 月开始导入。

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Published on:02:04:35