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판정 리포트 · 완료 2026-10-28 11:13

메모리 수급 불균형 당분간 지속

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요약
9D%B4%EB%8B%89%EC%8A%A4_concall_kor_2-1200x675.png] 최종 판정: 대체로 사실
근거 — 직접 열람한 1차 출처 11건
  1. https://news.skhynix.co.kr/q3-2026-business-results/
  2. https://www.yonhapnewstv.co.kr/news/AKR20261028102418g9N
  3. https://news.einfomax.co.kr/news/articleView.html?idxno=4441562
  4. https://www.trendforce.com/presscenter/news/20260930-13258.html
  5. https://www.trendforce.com/presscenter/news/20260929-13255.html
  6. https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx
  7. https://counterpointresearch.com/ko/insights/china-recycled-dram-smartphone-memory-shortage
  8. https://www.dnews.co.kr/uhtml/view.jsp?idxno=202607291155418290972
  9. https://n.news.naver.com/mnews/article/024/0000109212?sid=101
  10. https://skhynix-prd-data.s3.ap-northeast-2.amazonaws.com/wp-content/uploads/2026/10/SK%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4-2026%EB%85%84-3%EB%B6%84%EA%B8%B0-%EA%B2%BD%EC%98%81%EC%8B%A4%EC%A0%81-%EB%B0%9C%ED%91%9C_%EA%B8%B0%ED%83%80_%EC%9D%B8%ED%8F%AC%EA%B7%B8%EB%9E%98%ED%94%BD_PRESS_2026_01_4.jpg
  11. https://skhynix-prd-data.s3.ap-northeast-2.amazonaws.com/wp-content/uploads/2026/10/SK%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4_concall_kor_2-1200x675.png
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