2024年10月31日,三倍做多半导体ETF-Direxion Daily(SOXL)盘中大跌14.02%,引发广泛关注。与此同时,来自韩国半导体行业的最新动向也引起了市场兴趣。
作为全球主要的半导体制造业大国,韩国政府统计局的数据显示,2024年9月份,韩国芯片产量较上月下滑3%,出货量增幅也只有0.7%,这是近14个月来首次出现下滑,表明半导体行业可能正在进入一个降温期。
更值得关注的是,韩国半导体界两大巨头三星电子和SK海力士的竞争格局正在发生重大变化。第三季度,由于人工智能相关需求的推动,SK海力士凭借在HBM(高带宽存储器)领域的优势,营业利润首次超过了传统强手三星电子。HBM被认为是AI时代存储技术的关键。
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