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供需缺口持续放大，SK 集团预判明年半导体需求迎来爆发
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供需缺口持续放大，SK 集团预判明年半导体需求迎来爆发
发布时间：2026-07-20 15:00:17
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供需缺口持续放大，SK 集团预判明年半导体需求迎来爆发
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<article><section data-type="rtext"><p>【环球网科技综合报道】7月20日消息，据《首尔经济日报》报道，SK 集团会长崔泰源近日在济州论坛媒体座谈会上，围绕全球半导体市场供需、产业发展瓶颈、海外布局等行业热点作出最新研判，指出明年全球半导体市场将迎来需求大幅扩张，而供给端增量有限，供需失衡格局或将持续加剧。</p><p>对于明年行业需求走势，崔泰源给出明确预期：整体全球半导体产品需求增幅至少可达 50% 至 60%；受益于人工智能产业高速发展，AI 相关半导体需求增长更为迅猛，同比增幅预计区间为 60% 至 100%。与之形成鲜明对比的是，明年半导体行业新增供给规模近乎归零，市场供需缺口存在进一步扩大风险。</p><p><i class="pic-con"></p><p>当前存储芯片市场供需形势备受关注，崔泰源用 “近乎一片混乱” 概括当下行业现状。他表示，全球各类市场主体争相保障芯片供给，相关企业持续承受多方诉求与经营压力。存储芯片早已超越单纯企业经营范畴，深度关联各国产业链安全与国家安全，多国***纷纷出台配套举措，保障本土产业芯片稳定供给，后续韩国相关企业或将持续面临国际层面的各类诉求压力。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>近期美方提出韩国半导体企业加大在美投资力度，对此崔泰源回应，美方相关诉求由来已久，并非短期新动向。他提出，韩国半导体企业加速产能扩张、完善全球产线布局是产业发展核心要务，在投资条件匹配前提下，可同步推进韩国本土、美国等地工厂建设。企业需立足全球视野，综合对比各地建厂效率、产能承载能力，统筹规划落地优先级、加快推进产线项目落地，这直接关系韩国半导体产业长远生存发展。</p><p>针对市场普遍担忧的大规模扩产或将提前终结半导体行业上行周期，崔泰源给出不同判断。他认为现阶段芯片价格已处于偏离合理区间的高位，本身存在回调空间；若芯片价格持续走高催生 “芯片通胀”，整个半导体产业链终将承受负面冲击。适度扩充市场供给、推动价格回归合理区间，并不会削弱企业盈利空间，唯有在稳定市场秩序基础上做大产业整体规模，韩国半导体行业方能实现可持续发展。</p><p>同时，崔泰源预判产业发展约束条件将发生转变：继能源、电力设备之后，上游材料供给、厂房配套设施建设，或将成为制约半导体产业扩容的全新瓶颈。伴随 AI 产业持续落地，线缆及配套原材料短缺问题逐步显现，相关产品市场价格已进入上行通道，海底电缆更是出现供不应求局面。加之行业建设标准迭代速度较快，每 1 至 2 年便更新相关施工规范，进一步抬高了产线配套工程的建设难度。（纯钧）</p></section><img src='/image/159336-0' alt='供需缺口持续放大，SK 集团预判明年半导体需求迎来爆发'> </div> </div> <div class="newshowbox_r"> <div class="newshowbox_r_t c"> <div class="newshow_pjs"> <div class="newshow_pjs_fx"> </div> </div> <div class="newshow_back"> <a href="javascript:history.back(-1);">返回列表</a> </div> </div> <div class="newshowbox_r_b c"> <a href="/detail/99485.html" title=" 如何评价张靓颖刘宇宁《九万字》?"> 上一篇 : 如何评价张靓颖刘宇宁《九万字》? </a> <br><a href="/detail/99982.html" title="高并发下怎么做余额扣减？"> 下一篇 : 高并发下怎么做余额扣减？ </a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="s_footer c"> <div class="s_footerz c"> <div class="s_fb_l"> <div class="s_fb_l01">联系我们</div> <div class="s_fb_l02"> <div class="s_fb_l02_l"><img 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