獨家：消息人士稱，SK海力士要求美國放行更多對中晶片設備出口，作為美國新廠條件

Karen Freifeld、Hyunjoo Jin 報導By Karen Freifeld and Hyunjoo Jin

紐約/首爾，10月14日（路透）——兩名知情人士週三表示，南韓SK海力士正尋求華府批准將美國晶片製造設備出口至中國，以提高當地產量，並以此作為在美國興建工廠的條件。NEW YORK/SEOUL Oct 14 (Reuters) - South Korea's SK Hynix is seeking approval from Washington to export US chipmaking equipment to China to increase production there as a condition for building a factory in the US, two people familiar with the matter said on Wednesday.

川普政府正敦促SK海力士、三星（Samsung）及其他外國晶片製造商在美國設廠，藉此重建美國製造能力並創造就業機會。The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.

全球記憶體晶片短缺推升價格之際，SK海力士的美國事業Solidigm希望在SK海力士中國大連廠區的閒置空間安裝新設備，以生產NAND晶片。NAND快閃記憶體用於AI與雲端運算資料中心所安裝的固態硬碟。Amid a global shortage of memory chips that has driven up prices, Solidigm, the US unit of SK Hynix, wants to install new equipment to produce NAND chips in unused space at SK Hynix's Dalian, China, site. NAND flash memory is used in solid-state drives installed in data centers for AI and cloud computing.

大連NAND廠使用科林研發（Lam Research）、應用材料（Applied Materials）與科磊（KLA）等美國主要半導體設備製造商的工具機台。The Dalian NAND facility uses tools from major US semiconductor equipment makers like Lam Research, Applied Materials and KLA.

Solidigm尋求美國出口許可、以便在大連增添設備，以及該公司把在美國新建NAND工廠的計畫與中國晶圓廠相連結，這些情況此前未曾被報導。Solidigm's pursuit of a US export license for additional equipment in Dalian and linking its plan to build a new US NAND factory to its Chinese fab have not been previously reported.

SK海力士在給路透的聲明中表示：「Mod B的設備安裝作業是在與美國政府密切協商並獲其授權下進行。」"The installation of equipment for Mod B is being carried out in close consultation with and under authorization from the US government," SK Hynix said in a statement to Reuters.

該公司表示：「2023年完工的大連Mod B並未尋求擴充產能。」Solidigm拒絕對此回應。"No capacity expansion is being sought for the Dalian Mod B, which was completed in 2023," it said. Solidigm declined to comment on the matter.

負責出口管制並一直就半導體製造設施投資進行協商的美國商務部，未回應採訪請求。The US Department of Commerce, which oversees export controls and has been negotiating semiconductor manufacturing facility investments, did not respond to a request for comment.

美國已限制向中國出口晶片製造設備，試圖放慢北京發展用於AI與軍事用途的尖端半導體。華府認為，這些技術對國家安全至關重要。The US has restricted exports of chipmaking equipment to China in a bid to slow Beijing's development of cutting-edge semiconductors used in AI and military applications, technologies that Washington views as critical to national security.

路透上月報導，Solidigm正考慮在美國興建一座NAND快閃記憶體晶片工廠。半導體製造廠在業界稱為晶圓廠，興建需耗時多年並投入數十億美元。Reuters reported last month that Solidigm was considering building a NAND flash memory chip factory in the US. Semiconductor fabrication plants, known in the industry as fabs, take years and billions of dollars to build.

一名人士表示，提高在中國的產量將有助於Solidigm籌措資金，在美國興建NAND廠，並作為日後在美國擴大生產的過渡。Increased production in China would help Solidigm fund a NAND facility in the US, one of the people said, and provide a bridge to producing more in the US.

另一名消息人士表示，Solidigm也在評估最快明年首次公開發行（IPO），籌集的資金可協助支應其美國工廠。Solidigm is also weighing an initial public offering as early as next year, raising funds that could help finance its US factory, another source said.

大連廠PLANT IN DALIAN

TechInsights記憶體產業專家華特・庫恩（Walt Coon）表示，在數年前記憶體市場低迷後，NAND市場如今正蓬勃發展，且預期未來幾年仍將維持供給吃緊。他說，價格自2023年中以來已漲至七倍。After a memory market downturn a few years ago, the NAND market is now booming and is expected to remain tight over the next few years, according to Walt Coon, a memory industry expert at TechInsights. Pricing has increased sevenfold since mid-2023, he said.

去年，商務部撤銷先前授予海力士與三星的授權；這些授權原本讓兩家公司在中國晶圓廠使用美國設備時，可免於申請許可。商務部稱這些授權是「拜登時期的漏洞」。Last year, the Commerce Department revoked authorizations granted to Hynix and Samsung that exempted them from having to apply for licenses for US equipment in their Chinese fabs, calling the authorizations a "Biden-era loophole."

商務部轉而表示，將核發出口許可，讓這些公司得以營運其在中國既有晶圓廠，但不預期會批准用於擴充產能或升級技術的設備許可。商務部去年12月向SK海力士大連廠核發2026年許可，並限制設備數量。Instead, the Commerce Department said it would grant export licenses to allow the companies to operate their existing fabs in China but did not expect to approve licenses for equipment to expand capacity or upgrade technology. In December, the department issued a 2026 license for SK Hynix's Dalian site that limited the quantity of equipment.

一名消息人士表示，SK海力士大連廠設有一處稱為Mod B的晶圓廠空間，該公司於2023年興建。由於記憶體市場低迷，設備建置並未完成。SK Hynix's Dalian facility is home to a fab space known as Mod B that it built in 2023, one source said. The equipment buildout was not completed due to the memory market downturn.

兩名消息人士表示，Mod B內已有部分晶片製造工具機台，但仍有空間容納更多設備。Mod B has some chipmaking tools in it, two of the sources said, with room for much more.

一名人士表示，商務部尚未核發2027年更多美製設備與技術的許可。該人士說，Solidigm也已申請出口許可，以便為Mod B採購額外機台。The Commerce Department has not yet issued a license for more US-made equipment and technology in 2027, one person said. Solidigm has also applied for an export license to buy additional tools for Mod B, the person said.

路透上月報導，SK海力士另正與英特爾（Intel）洽談，租用其位於俄亥俄州、籌畫已久的晶片製造設施一部分。這家南韓公司在全球NAND快閃記憶體供應商中與三星電子（Samsung Electronics）同列前二，但排名落後於三星電子；該公司也已在印第安納州動土興建一座用於高頻寬記憶體的先進封裝廠。Reuters reported last month that SK Hynix was separately in talks with Intel to lease part of its long-planned chipmaking facility in Ohio. The South Korean company, which trails Samsung Electronics as the top two global NAND flash memory suppliers, also has broken ground on an advanced packaging plant for high bandwidth memory in Indiana.

市調機構Counterpoint Research表示，中國NAND快閃記憶體製造商長江存儲（YMTC）在2026年第二季升至第三名。YMTC, China's NAND flash maker, moved up to No. 3 in the second quarter of 2026, according to Counterpoint Research.

SK海力士在首爾上市股票週四在科技股普遍遭拋售之際重挫11%。SK Hynix's Seoul-listed shares slumped 11% amid a broader tech selloff on Thursday.

（Karen Freifeld 紐約、Hyunjoo Jin 首爾報導；Chris Sanders、Cynthia Osterman、Thomas Derpinghaus 編輯）(Reporting by Karen Freifeld in New York and Hyunjoo Jin in Seoul; Editing by Chris Sanders, Cynthia Osterman and Thomas Derpinghaus)