--- 格式版本: 2 标题: "三星电子、SK集团与美国大型科技公司签署价值9500亿美元的交易协议 _ 东方财富网" 原文链接: "http://finance.eastmoney.com/a/202607273821288279.html" 发布日期: "2026-07-27" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:shared:strict_url_url" 发布时间证据: "http://finance.eastmoney.com/a/202607273821288279.html" 发布时间校准原因: "URL中包含20260727，符合东方财富网文章ID日期格式，且为最高优先级的共享URL来源。" 发布时间校准置信度: "95" 发布时间候选数量: 41 发布时间严格候选数量: 20 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-09T14:55:51+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 7533 发现时间: "2026-08-09T14:50:10+08:00" 入库时间: "2026-08-09T06:55:59.203Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=%E5%8D%9A%E9%80%9A%E4%BA%A4%E6%8D%A2%E8%8A%AF%E7%89%87" 匹配关键词: - "博通交换芯片" - "光" - "Vera Rubin" - "计算" - "性能" - "带宽" 相关厂家: - "博通" - "OpenAI" 相关专家: - "黄仁勋" 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 25 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "文章为财经新闻，聚焦存储芯片供应与AI合作宏观协议，未涉及超节点/AI Rack/机柜级系统架构、高速互连、供电散热等核心技术细节，主题相关性低。" AI质检模型: "deepseek-v4-flash" AI质检时间: "2026-08-09T22:00:42+08:00" AI主题相关性: 5 AI来源权威性: 8 AI新颖性: 5 AI技术细节: 2 AI商业部署信号: 5 AI完整性: 0 采集批次: "2026年8月9日8点13分13秒" 采集批次ID: "20260809-081313-600" 去重键: "http://finance.eastmoney.com/a/202607273821288279.html" --- - [财经](http://finance.eastmoney.com/) - [焦点](http://finance.eastmoney.com/yaowen.html) - [股票](http://stock.eastmoney.com/) - [新股](http://stock.eastmoney.com/newstock.html) - [期指](http://stock.eastmoney.com/gzqh.html) - [期权](http://option.eastmoney.com/) - [行情](http://quote.eastmoney.com/flash/sz300059.html) - [数据](http://data.eastmoney.com/) - [全球](http://stock.eastmoney.com/global.html) - [美股](http://stock.eastmoney.com/america.html) - [港股](http://hk.eastmoney.com/) - [期货](http://futures.eastmoney.com/) - [外汇](http://forex.eastmoney.com/) - [银行](http://bank.eastmoney.com/) - [基金](http://www.1234567.com.cn/) - [理财](http://money.eastmoney.com/) - 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me!](data:image/png;base64,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)](http://acttg.eastmoney.com/pub/web_app_dcsy_zccpl_01_01_01_1 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"https://wap.eastmoney.com/a/202607273821288279.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) [![K图 SKHY_0](https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.SKHY&imageType=knews&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1)](http://quote.eastmoney.com/unify/r/105.SKHY) 　　 [在东方财富看资讯行情，选东方财富证券一站式开户交易>>](https://acttg.eastmoney.com/pub/webtg_hskh_act_zixun_01_01_01_0?infocode=202607273821288279) 　　【导读】三星 [电子](http://quote.eastmoney.com/unify/r/90.BK1201) 、SK集团签署价值9500亿美元的交易协议 　　大家好，马上就要开盘啦，你们打新中了长鑫科技没有？ 　　简单关注一下周末 [存储芯片](http://quote.eastmoney.com/unify/r/90.BK1137) 的好消息——三星、 [SK海力士](http://quote.eastmoney.com/unify/r/105.SKHY) 与 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 、 [博通](http://quote.eastmoney.com/unify/r/105.AVGO) 等签了9500亿美元（相当于超6万亿元人民币）芯片大单！ 　　周末，韩国宣布推出总规模达9500亿美元的新一轮 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) 合作计划，参与方包括三星 [电子](http://quote.eastmoney.com/unify/r/90.BK1201) 、SK集团以及多家美国科技企业。当前，全球 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) 领军企业正竞相争夺更高性能芯片，以缓解先进 [人工智能](http://quote.eastmoney.com/unify/r/90.BK0800) 系统研发和运行所需芯片供应不足的问题。 　　韩国总统办公室表示，韩国总统李在明在旧金山主持人工智能峰会后，SK集团已经签署总额达7500亿美元的合作协议，其中包括 [SK海力士](http://quote.eastmoney.com/unify/r/105.SKHY) 与 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 价值超过5000亿美元的合作项目。 　　三星 [电子](http://quote.eastmoney.com/unify/r/90.BK1201) 表示，公司已与 [博通](http://quote.eastmoney.com/unify/r/105.AVGO) 签署谅解备忘录，合作规模最高可达2000亿美元，涵盖 [存储芯片](http://quote.eastmoney.com/unify/r/90.BK1137) 、晶圆代工服务和 [先进封装](http://quote.eastmoney.com/unify/r/90.BK1101) 等领域。 　　这些协议是美国人工智能企业锁定芯片供应的最新行动。随着芯片和计算基础设施需求增速超过供应增长，科技公司正与韩国领先的 [半导体](http://quote.eastmoney.com/unify/r/90.BK1036) 及 [存储芯片](http://quote.eastmoney.com/unify/r/90.BK1137) 企业建立更加紧密的合作关系。 　　李在明在峰会上表示，韩国将与全球科技企业合作，引领人工智能新时代，并开放韩国“充满活力的人工智能生态系统”，进一步扩大工业人工智能和个人消费级人工智能的全球市场。 [![](https://np-newspic.dfcfw.com/download/D24832930842412850501_w690h389.jpg)](https://acttg.eastmoney.com/pub/xxlout_khmbdfcfappnew_random_0007467a?infocode=202607273821288279) 　　 [英伟达](http://quote.eastmoney.com/unify/r/105.NVDA) 和韩国SK集团公布了一项价值5000亿美元的新人工智能合作计划，涵盖大型人工智能 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 和下一代存储芯片。 　　该计划包括英伟达与 [SK海力士](http://quote.eastmoney.com/unify/r/105.SKHY) 建立长期合作关系，为英伟达保障下一代存储芯片供应，并共同开发用于人工智能训练、人工智能智能体和具身人工智能应用的高带宽存储器。 　　根据协议，SK电信计划建设一座功率达到2吉瓦的 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) ，采用英伟达Vera Rubin芯片和SK海力士的HBM4高带宽存储芯片。该 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 预计于2027年投入运营。 　　三星电子表示，公司将与 [博通](http://quote.eastmoney.com/unify/r/105.AVGO) 合作，基于三星的高带宽存储技术开发下一代人工智能加速器，并为博通提供2纳米以下晶圆代工工艺和 [先进封装](http://quote.eastmoney.com/unify/r/90.BK1101) 解决方案。 　　SK集团会长崔泰源表示，人工智能客户对存储芯片的需求远远超过此前预期。他提到了SK集团近期与英伟达、Anthropic、OpenAI和博通进行的相关讨论。 　　崔泰源表示，英伟达预计未来五年的存储芯片需求量，可能很快就会被证明仍然低估。 　　他说：“下一次我见到黄仁勋时，即便他告诉我这些数字还是太低，并对我说‘我还要更多’，我也不会感到意外。” 　　崔泰源表示，博通首席执行官陈福阳也曾告诉他，博通对存储芯片的需求可能超过市场可供应的产能。与此同时，随着Anthropic的业务从开发人工智能模型扩展到建设算力基础设施，该公司也在持续询问未来芯片供应情况。 　　崔泰源称，OpenAI未来需要极其庞大的计算能力，并已敦促SK集团直接向这家ChatGPT开发商供应芯片。 　　 [全新妙想投研助理，立即体验](https://ai.eastmoney.com/miaoxiang/?adid=web_mx_dcsy_activity_01_01_01_1&infocode=202607273821288279) （文章来源：中国基金报） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：中国基金报 责任编辑：126 原标题：存储芯片，6万亿超级大单 **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 [举报](https://help.eastmoney.com/report_center.html?reportType=3&title=%e4%b8%89%e6%98%9f%e7%94%b5%e5%ad%90%e3%80%81SK%e9%9b%86%e5%9b%a2%e4%b8%8e%e7%be%8e%e5%9b%bd%e5%a4%a7%e5%9e%8b%e7%a7%91%e6%8a%80%e5%85%ac%e5%8f%b8%e7%ad%be%e7%bd%b2%e4%bb%b7%e5%80%bc9500%e4%ba%bf%e7%be%8e%e5%85%83%e7%9a%84%e4%ba%a4%e6%98%93%e5%8d%8f%e8%ae%ae&systype=3&id=202607273821288279&newsurl=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202607273821288279.html) [东方财富网](https://weibo.com/dfcfw) 分享到微信朋友圈 ![Scan 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