美光和SK海力士股票在周二早盘下跌。总部位于美国的美光科技股价下跌4%，而SK海力士股价下跌5%，因存储芯片股票面临全球抛售。卖压在韩国基准KOSPI指数暴跌后进一步加大。三星和SK海力士股票在韩国遭受更大损失。SK海力士股价下跌10%，而三星电子股价下跌7%。根据雅虎财经，两只股票的连跌纪录已延长至五个连续交易日。
Micron and SK Hynix stocks fell in early trading on Tuesday. Shares of US-based Micron Technology fell 4%, while SK Hynix shares dropped 5% as memory-chip stocks faced a global sell-off. The selling pressure increased after South Korea’s benchmark KOSPI index plunged. Samsung and SK Hynix shares suffered bigger losses in South Korea. SK Hynix shares fell 10%, while Samsung Electronics shares declined 7%. Both stocks extended their losing streaks to five consecutive trading sessions, according to Yahoo Finance.
这两只股票的下跌对韩国股市具有重要意义。三星电子和SK海力士合计占韩国股市总市值的一半以上。因此，它们的急剧下跌加剧了对整体市场的压力。中国CXMT引发芯片抛售中国CXMT是最新一轮存储芯片抛售的中心。中国存储芯片制造商长鑫存储技术（CXMT）宣布在新型存储单元设计方面取得进展。该技术旨在将更多存储容量装入更小的物理空间，引发人们对现有存储芯片公司竞争加剧的担忧，据雅虎财经报道。
The fall in these two stocks is significant for South Korea’s stock market. Samsung Electronics and SK Hynix together account for more than half of the South Korean stock market’s total market capitalisation. Their sharp declines therefore added to the pressure on the broader market. China’s CXMT sparks chip sell-offChina’s CXMT is at the centre of the latest memory-chip sell-off. Chinese memory-chip maker ChangXin Memory Technologies (CXMT) announced progress on a new memory-cell design. The technology is engineered to pack more storage into less physical space, raising concerns about increased competition for established memory-chip companies, according to Yahoo Finance.US bank earnings: JPMorgan, Wells Fargo and Citi show consumers remain resilient despite high ratesCXMT plans to launch a new server memory product by the end of 2026.
美国银行业绩：摩根大通、富国银行和花旗显示尽管利率高企，消费者仍表现出韧性CXMT计划在2026年底前推出一款新型服务器内存产品。该产品将采用公司的新型存储单元架构。其计划中的推出可能会在全球存储芯片市场上对三星、SK海力士和美光造成更大的竞争压力。存储芯片竞争加剧新技术威胁着全球最大存储芯片制造商的地位。
The product will use the company’s new memory-cell architecture. Its planned introduction could increase competitive pressure on Samsung, SK Hynix and Micron in the global memory-chip market. Memory chip competition growsThe new technology threatens the position of the world’s biggest memory-chip makers.
三星、SK海力士和总部位于美国的美光共同占全球动态随机存取存储器（DRAM）市场的大约90%。
Samsung, SK Hynix and US-based Micron together account for roughly 90% of the global dynamic random-access memory (DRAM) market.
根据雅虎财经的报道，CXMT的进展可能会加剧目前由这三家公司主导的市场竞争。投资者担忧存储芯片行业竞争加剧。CXMT的声明发布之际，正值投资者评估新竞争者对现有制造商可能带来的影响。雅虎财经称，这一发展导致存储芯片股票持续抛售。
CXMT’s progress could intensify competition in a market currently dominated by these three companies, according to Yahoo Finance. Investors are worried about stronger competition in the memory-chip industry. CXMT’s announcement comes as investors assess the potential impact of a new competitor on established manufacturers. The development has contributed to the ongoing sell-off in memory-chip stocks, according to Yahoo Finance.AI boom boosted chip stocksMicron, Samsung and SK Hynix have benefited from the artificial intelligence boom.
人工智能热潮推动芯片股上涨。美光、三星和SK海力士均受益于人工智能热潮。随着全球科技公司建设更多人工智能数据中心，对内存和存储芯片的需求上升，这三家公司均从中获益。人工智能基础设施的扩张一直是其产品需求的主要驱动力。
All three companies have gained from rising demand for memory and storage chips as technology companies build more AI data centres around the world. The expansion of AI infrastructure has been a major driver of demand for their products.
三家存储芯片制造商在今夏均实现了1万亿美元的市值。过去一年，这些公司是人工智能投资热潮的主要受益者。然而，根据雅虎财经的报道，自那时起，它们的股价已从各自的历史高点回落。
All three memory-chip makers reached $1 trillion valuations over the summer. The companies were major beneficiaries of the AI investment boom over the past year. However, their stocks have since fallen from their respective all-time highs, according to Yahoo Finance.
三星利润与美光股价。三星的创纪大利润预测未能提振整个芯片行业。上周，三星公布了初步第三季度利润为800亿美元，供应报告将其描述为创纪录。然而，该预测对更广泛的芯片行业情绪改善作用甚微。
Samsung profit and Micron sharesSamsung’s record profit forecast has failed to lift the wider chip sector. Last week, Samsung reported a preliminary third-quarter profit of $80 billion, described in the supplied report as a record. However, the forecast did little to improve sentiment across the broader chip sector.
美光的强劲财务业绩未能阻止最新的抛售潮。该公司在9月报告了强劲的季度业绩。尽管近期市场承压，美光股票年内仍上涨约240%。主要担忧在于：中国的竞争是否可能挑战当前的市场领导者。
Micron’s strong financial results have not prevented the latest sell-off. The company reported strong quarterly results in September. Despite the recent market pressure, Micron shares remain up roughly 240% year to date. The main concern is whether competition from China could challenge the current market leaders.
据雅虎财经报道，长江存储在开发占用空间更小的存储单元设计方面取得了进展，并计划于2026年底推出全新的服务器内存产品，这些动向引发了市场对未来竞争加剧的担忧。尽管人工智能数据中心的蓬勃发展仍在支撑着存储芯片的需求，但这些担忧仍给美光、SK海力士和三星的股价带来了下行压力。
CXMT’s progress on a more space-efficient memory-cell design and its plan to introduce a new server memory product by the end of 2026 have raised concerns about future competition. These concerns have added to selling pressure on Micron, SK Hynix and Samsung shares, even as demand for memory chips remains supported by the AI data-centre boom, based on the developments reported by Yahoo Finance.