SK海力士警告DRAM供应短缺将持续至2028年，国内半导体设备与材料企业受益需求爆发与供应链自主可控双重驱动

Group 1 - The core viewpoint of the articles highlights a severe imbalance in the global storage market, exacerbated by rising AI-driven demand and industry capacity adjustments [1] - SK Hynix warns that the DRAM supply shortage is expected to persist until 2028, with major banks like UBS, JPMorgan, and Nomura predicting a shortage until 2027 [1] - UBS forecasts that the DRAM supply shortage will last until the first quarter of 2027, with a projected 20.7% increase in DDR memory demand, significantly outpacing supply growth [1] Group 2 - The NAND flash shortage is anticipated to continue until the third quarter of 2026 [1] - Domestic semiconductor equipment and material companies are expected to benefit from the current super cycle, driven by the dual forces of AI storage demand and supply chain autonomy [1] - Continuous product performance improvements and optimization of processes by domestic manufacturers have led to successful domestic replacements in multiple fields [1]