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    发布时间:2026-08-26  

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    存储芯片贵到离谱,SK海力士拟赴美建厂控价_我的网站

    会痛的十七岁

    A |     

    A woman films on a motorcycle in Chongqing on July 20, 2026.Photo: VCG
        A woman films on a motorcycle in Chongqing on July 20, 2026.Photo: VCG
    As night falls over Southwest China's Chongqing Municipality, motorcycles begin to weave along Nanbin Road, with riders posing against the glittering skyline across the Yangtze River. Within seconds, the moving camera captures bridges, high-rises and riverside lights - creating a signature travel moment that has become known online as the "Chongqing Landing Visa."
    The trend has now spread beyond Chinese social media. On Monday, French rider Valentin Debise, who competes in the World Supersport Championship on a Chinese-brand ZXMOTO, posted a video thanking Zhang Xue for taking him to experience the "Chongqing Landing Visa." 
    The "Chongqing Landing Visa" is not an actual visa, but a humorous nickname coined by netizens for a popular motorcycle photo-op in Chongqing. Visitors ride or pose with motorcycles at designated spots along Nanbin Road, using Chongqing's dazzling nighttime skyline as a backdrop, while performing a series of signature poses, such as stretching out their arms, making a heart gesture or being lifted into the air, to capture their own video of the mountain city.
    The motorcycle photo-op, a playful trend created by Chinese netizens, has rapidly gained popularity this year, with related videos garnering more than 1.52 billion views. An increasing number of celebrities, influencers and foreign tourists have joined in.
    "People like the 'Landing Visa' not simply because motorcycles are cool, but because it combines some of the most distinctive elements of Chongqing into a single frame - the mountains, the river, the night skyline and the city's sense of speed," Chongqing-based motorcycle blogger Yu Tiancheng told the Global Times. "Visitors don't need to understand any complicated cultural background. They just get on a motorcycle, set off, and can start enjoying the city within seconds."
    "For first-time visitors to Chongqing, motorcycles offer a very direct way in," Yu noted. "You're not just standing there looking at Chongqing. You're actually riding into its nighttime scenery."
    The appeal of the "Chongqing Landing Visa" is not limited to professional riders or social media influencers. Young travelers from overseas are also discovering Chongqing through its everyday urban life.
    Tourists take photos against Chongqing's cityscape.Photo: VCG
        Tourists take photos against Chongqing's cityscape.Photo: VCG
    A lively city
    Kim Yeon, a graduate student from South Korea, visited Chongqing during her summer vacation in August. She told the Global Times that she had watched numerous "cyberpunk" videos of Chongqing on social media before her trip, but what surprised her most after arriving was the city's vibrant nightlife.
    "Even late at night, there are still so many people on the streets, and restaurants, shops and small street-side businesses remain lively. For young travelers, that atmosphere itself is part of the travel experience," she said.
    She was particularly struck by how Chongqing's nightlife is woven into everyday life rather than concentrated around a single tourist attraction. "You can have something to eat at night, walk around, go to the riverside to see the night view. A lot of activities can continue well into the night," she said.
    This nighttime energy also provides a natural setting for the "Chongqing Landing Visa." 
    After spending the day exploring the city, visitors can continue discovering Chongqing after dark through motorcycle rides, nighttime tours and street-level experiences. 
    The motorcycle photo-op is therefore more than a photo opportunity; it has become part of the way young travelers experience the city at night.
    That helps explain why Chongqing is attracting more young visitors from overseas. In the first half of this year, Chongqing Jiangbei International Airport handled more than 1.48 million inbound and outbound passengers at its immigration checkpoint, up 39.5 percent year-on-year, the fastest growth among China's 10 largest airports, according to Chongqing municipal people's government.
    Nearly 70,000 foreign travelers entered Chongqing in July alone, up 84.7 percent year-on-year, according to Chongqing city government.
    More than a destination 
    As more overseas visitors come to see Chongqing as a city they can enjoy and experience well into the night, motorcycles, night views and street life are becoming more than just backdrops - they are becoming experiences that travelers actively take part in.
    Yang Gen, from the Chongqing Municipal Development and Reform Commission, told the Global Times that Chongqing's unique landscape and urban development have created a naturally three-dimensional cityscape. "Many places here are themselves scenes that people can experience and capture on camera," he said.
    In his view, what makes the "Chongqing Landing Visa" interesting is that it was not a tourism project designed by the city in advance. Instead, visitors discovered a location and created a new way to experience it themselves. 
    "After people filmed and shared their experiences, more visitors were drawn to the same places, creating a natural chain of communication and influence," Yang said.
    "This kind of approach, in which visitors participate in creating content and then attract more visitors through that content, is something traditional tourism promotion can hardly fully replicate," he noted.
    Behind this new form of communication is also a shift in the travel preferences of younger tourists. 
    According to Yang, the ability to participate, experience and create personal memories is becoming an increasingly important factor when young travelers choose destinations.
    The rise of the "Chongqing Landing Visa" also shows how locally created travel experiences can spread beyond borders through social media. As more international visitors share their China travel experiences online, China is attracting growing attention overseas. 
    Tesla CEO Elon Musk recently posted on X that "more people should visit China," while his mother Maye Musk has repeatedly shared her positive experiences of traveling in China.
    The story of Chongqing offers a glimpse into this growing interest. The motorcycle trend is more than a viral moment; it shows how Chinese cities are attracting visitors not only through landmarks, but also through unique everyday experiences.
    。    明年AI芯片需求或将暴涨60%至100%。         SK集团会长崔泰源近日在记者会上表示,当前存储芯片价格处于“异常高位”。他强调:“即便站在半导体企业自身角度,也必须扩大供给以压低芯片售价。”他补充称,出于扩充产能、应对贸易压力两大核心考量,SK海力士正规划在美国新建半导体工厂。         崔泰源会长指出:“目前存储芯片价格高得反常。AI企业尚可通过自身投资消化成本上涨,但PC、手机厂商只能将芯片涨价成本转嫁至终端产品。这类产品的消费群体以普通消费者为主,终端售价上调空间十分有限。为避免出现‘芯片通胀’——也就是芯片涨价带动整机成本攀升的局面,行业必须增加供给。”          崔泰源警示,芯片价格长期高位运行最终会损害半导体企业的利益。他表示:“即便会压缩利润空间,扩大产能、守住市场、协同发展,才是韩国半导体产业持续发展的核心出路。

    B | 如果各大厂商不新建产线、任由价格持续走高,市场规模会不断萎缩,同时大量新竞争者必然涌入行业。

    C | ”他提到,特斯拉首席执行官马斯克等企业高层纷纷入局半导体制造,根源就在于当前行业利润过高。         他同时对大国之间潜在的地缘政治表达担忧:“芯片价格持续暴涨、引发芯片通胀,会衍生一系列地缘矛盾。不能只顾眼前短期利益,要培育市场,实现长期稳定发展。”          在强调扩产必要性的同时,崔泰源预判短期芯片价格很难回落。

    D | 他称,明年AI芯片需求或将暴涨60%至100%,但头部厂商的产能增量微乎其微。AI相关需求已占据半导体整体市场过半份额,整体行业需求涨幅至少可达50%至60%。         崔泰源预计明年芯片供给短缺问题将进一步加剧。他说道:“明年没有哪家企业会大规模扩产,行业供需形势严峻,甚至可以说一片混乱。

    E | 各方都在向我们提出诉求、施压,韩国政府后续也大概率会承受来自海外各方的压力。”          他接着表示:“这也是为什么我们除了在湖南地区布局产线,同时也要考虑赴美建厂,条件允许就必须落地。

    F | 我们需要兼顾各类贸易摩擦与行业难题,因此正在评估海外建厂方案。”崔泰源会长表示:“目前团队正在全球筛选建厂选址,摸排全球所有可行地块,对比各地建厂条件、建设速度与产能规模,择优快速落地新建工厂。”          值得注意的是,SK海力士正在同时开建四个超级工程,一是龙仁半导体集群:600万亿韩元,将龙仁打造为全球AI存储生产基地。原定2045年完工的4座工厂,将全部提前12年到2033年完成(首座已提前到2027年5月竣工)。目前,首座工厂已于2025年2月全面动工,主体结构基本建成。         二是清州基地,100万亿韩元。用于新建NAND晶圆厂、引入生产设备、加强HBM后端先进封装能力。其中下一代先进封装工厂(P&T7)投资约19万亿韩元,预计2027年底完工。         三是西南地区新集群,400万亿韩元。在韩国西南部的光州、全罗南道一带建设新的存储前端制程集群,主要做存储芯片前端制程。选址尚未确定,但相关准备工作立即开始。         四是美国普渡大学园区工厂,2024年动工,投资约38.7亿美元,专注于HBM先进封装,2028年投产。这是SK海力士首次在美国本土建厂,也是它在地缘政治上“靠拢美国”的关键一步。         *声明:本文系原作者创作。文章内容系其个人观点,我方转载仅为分享与讨论,不代表我方赞成或认同,如有异议,请联系后台。

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