SK hynix 纪念与供应商合作 25 周年并扩大支持
SK hynix 宣布扩大对供应商的支持计划，以纪念与供应商合作 25 周年。该公司将把用于供应商付款的资金规模翻倍，并分担部分研发相关风险。此举涉及 SK hynix 与其供应商之间的合作关系，属于元器件供应链上游厂商与供应商之间的资金与研发支持安排。
原文深度解读
本文报道 SK hynix 在“2026 Partners Day”上宣布扩大对供应商的支持计划，以纪念其 Shared Growth Council（共生成长协议会）成立 25 周年。涉及主体包括 SK hynix 及其 CEO Kwak Noh-jung、CTO Cha Sun-yong、CPO Lee Byung-ki，以及材料、零部件、设备供应商和协议会成员企业。关键数字包括：供应商付款支持基金从 500 亿韩元翻倍至 1000 亿韩元；SK 集团此前宣布五年内使用 1.4 万亿韩元共生成长基金；R&D Challenge Reward Program 最高提供初始开发费用的 50%；龙仁半导体集群 Trinity Fab 的 1000 坪测试平台计划明年开放；协议会 2001 年以 79 家优秀供应商起步。与电子元器件供应链的关系在于：SK hynix 作为存储半导体上游厂商，通过资金、研发风险分担、测试验证、量产投资和付款支持等安排，影响其材料、零部件和设备供应商的现金流、技术开发和商业化节奏。
- SK hynix 在 2026 Partners Day 上宣布扩大供应商支持计划，核心措施包括将供应商付款资金翻倍，并分担部分研发相关风险；该活动同时纪念 Shared Growth Council 成立 25 周年。
- SK hynix 提出供应商成长四阶段支持计划：技术开发阶段、测试与验证阶段、量产阶段、销售阶段；该计划细化了 SK 集团 7 月签约仪式上宣布的部分共生成长举措，当时 SK hynix 表示将在五年内使用 1.4 万亿韩元共生成长基金。
- 技术开发阶段，SK hynix 将选定有潜力的供应商为技术创新企业，提供知识产权支持和测试材料；R&D Challenge Reward Program 预先提供供应商技术开发资金，最高承担初始开发费用的 50%，开发完成后根据绩效和贡献另行结算剩余金额，即使开发失败也会认可技术贡献。
- 测试与验证阶段，SK hynix 将提供测试平台，由分析与测量支持中心进行详细分析和可靠性评估；供应商可使用高成本设备对新产品进行精密分析；公司还将继续绩效评估计划，把供应商设备和材料直接放到生产线上验证良率。
- SK hynix 正在龙仁半导体集群建设 Trinity Fab，目标明年开放；该 1000 坪测试平台将验证材料、零部件和设备公司产品的可靠性，供应商可在与量产线相同条件下测试新技术部件和设备，预计缩短测试周期和成本并加速商业化。
- 量产阶段，SK hynix 将通过共生成长基金提供低息贷款，并将供应商咨询计划扩展至二级和三级供应商；销售阶段，继续运营共生付款系统并扩大供应商付款支持基金，使用该系统的供应商将获得激励，二级和三级供应商可通过专用存款账户中的资金比以往更早收到付款。
供应链影响
- SK hynix 将供应商付款支持基金从 500 亿韩元翻倍至 1000 亿韩元，并扩大共生付款系统，可能改善其一级、二级和三级供应商的现金周转，但实际效果取决于供应商是否使用专用存款账户及是否符合激励条件。
- R&D Challenge Reward Program 最高承担初始开发费用的 50%，且开发失败仍认可技术贡献，可能降低材料、零部件和设备供应商在早期技术开发中的资金与失败风险，从而可能影响其参与新技术开发的意愿和节奏。
- Trinity Fab 的 1000 坪测试平台计划明年开放，并允许供应商在与量产线相同条件下测试新技术部件和设备，可能缩短测试周期和成本、加速商业化，但具体影响取决于该设施实际开放时间和供应商接入安排。
- SK hynix 通过低息贷款、供应商咨询计划扩展至二级和三级供应商，以及人才项目，可能增强其供应链上下游的协作深度和供应商能力，但这类支持对供应链整体稳定性的作用取决于执行范围和供应商实际受益程度。
- Shared Growth Council 自 2001 年成立、2008 年成员同意推迟工资、2014 年重组，显示 SK hynix 与供应商之间存在长期协作机制；这种关系可能影响供应商在技术开发、量产投资和付款安排上的优先级，但不构成对价格、库存或投资行为的建议。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
SK hynix 正在扩大对供应商的支持计划。该公司将把用于供应商付款的资金规模翻倍，并分担部分与研发（R&D）相关的风险。
SK hynix CEO Kwak Noh-jung 在 9 月 28 日的“2026 Partners Day”上表示：“得益于过去 25 年供应商的支持，SK hynix 得以成长为引领人工智能（AI）时代的全球性公司。让我们在已经建立的信任基础上共同建设未来，开启另一个 25 年。”
Partners Day 的举办是为了纪念 SK hynix 共生成长协议会（Shared Growth Council）成立 25 周年。Kwak、首席技术官（CTO）Cha Sun-yong、首席生产官（CPO）Lee Byung-ki、其他 SK hynix 高管和一线经理、协议会成员公司以及优秀供应商出席了活动。
SK hynix 概述了促进供应商成长的四阶段支持计划。这些措施细化了 SK 集团在 7 月 SK 与其供应商协议签约仪式上宣布的部分共生成长举措。SK hynix 当时表示，将在五年内使用 1.4 万亿韩元共生成长基金。
促进供应商成长的四阶段支持计划。（照片由 SK hynix 提供）
在技术开发阶段，有潜力的供应商将被选为技术创新企业，并获得知识产权支持和测试材料。SK hynix 还将推出 R&D Challenge Reward Program，预先为供应商技术开发提供资金。该公司将承担最高 50% 的初始开发费用，并在开发完成后根据绩效和贡献另行结算剩余金额。该计划旨在防止供应商因资金短缺而放弃技术开发，并降低失败相关风险。即使开发失败，技术贡献也会得到认可。
在测试与验证阶段，SK hynix 将提供测试平台，以展示正在开发的技术。分析与测量支持中心将进行详细分析和可靠性评估。供应商将能够使用高成本设备对新产品进行精密分析。SK hynix 还将继续其绩效评估计划，该计划将供应商设备和材料直接放到生产线上，以验证良率并帮助供应商建立产品竞争力。
SK hynix 还在龙仁半导体集群建设 Trinity Fab，目标明年开放。这个 1000 坪的测试平台将验证材料、零部件和设备公司产品的可靠性。供应商将能够在与量产线相同的条件下测试新技术部件和设备。该设施预计将缩短测试周期和成本，并加速商业化。
在第三阶段，即量产阶段，SK hynix 将支持量产设备和生产能力投资。该公司将通过其共生成长基金提供低息贷款，并将其供应商咨询计划——提供专业管理诊断和建议——扩展至二级和三级供应商。
在最后的销售阶段，SK hynix 将继续运营其共生付款系统，并扩大供应商付款支持基金。使用共生付款系统的供应商将获得激励。在该系统下，二级和三级供应商可以通过使用专用存款账户中的资金，比以往更早收到付款。该计划旨在减轻中小供应商的财务负担。
供应商付款支持基金将从 500 亿韩元翻倍至 1000 亿韩元。该基金旨在为供应商提供现金流动性。SK hynix 不是将资金存入银行并获取利息收入，而是向优秀的一级和二级供应商提供低息贷款等利益。该措施旨在帮助需要更快现金周转的中小供应商更顺畅地经营业务。
SK hynix 还将继续帮助供应商获取人才的项目。这些项目包括：将供应商招聘年轻员工与职业培训和实习联系起来的 Hy-Five；提供实践培训的 Semiconductor Academy；以及面向供应商管理层的 Semiconductor Shared-Growth CEO Seminar 高管教育项目。
KC 主席 Koh Seok-tae，由 KC 副主席 Koh Sang-geol 代其领奖，Jusung Engineering 主席 Hwang Cheol-joo 和前 Shinsung E&G 主席 Lee Wan-keun 被任命为共生成长协议会名誉主席。（照片 = SK hynix）
共生成长协议会是 SK hynix 为加强与优秀材料、零部件和设备供应商协作而运营的机构。成员公司可获得各种利益，包括联合研究、技术开发、信息共享、财务支持、基础设施共享和人才培养。
该协议会于 2001 年以“Hynix Council”名义成立，当时有 79 家优秀供应商。在 2008 年管理危机期间，成员通过同意推迟工资参与了公司的复苏努力。2012 年 SK hynix 加入 SK 集团后，该组织于 2014 年重组为共生成长协议会。
在 25 周年仪式上，播放了记录协议会历史的视频，随后举行了表彰前主席和协议会成员关联控股公司所有者的仪式。前主席还被任命为新设立的名誉主席职位。
Kwak 向协议会主席 Hwang Cheol-joo 颁发了 25 周年纪念牌。11 家优秀供应商在四个类别中获奖：技术创新、质量改进、共生成长和可持续管理（ESG）。
SK hynix is expanding its support programs for suppliers. The company will double its funding for supplier payments and share some of the risks associated with research and development (R&D).
SK hynix CEO Kwak Noh-jung said at the "2026 Partners Day" on September 28, "SK hynix has been able to grow into a global company leading the artificial intelligence (AI) era thanks to the support of our suppliers over the past 25 years. Let's open another 25 years by building the future together on the trust we have developed."
Partners Day was held to mark the 25th anniversary of the launch of SK hynix's Shared Growth Council. Kwak, Chief Technology Officer (CTO) Cha Sun-yong, Chief Production Officer (CPO) Lee Byung-ki, other SK hynix executives and working-level managers, council member companies and outstanding suppliers attended the event.
SK hynix outlined a four-stage support program for supplier growth. The measures elaborate on some of the shared-growth initiatives announced by SK Group at a July signing ceremony for an agreement between SK and its suppliers. SK hynix said at the time that it would use 1.4 trillion won in shared-growth funds over five years.
Four-stage support program for supplier growth. (Photo courtesy of SK hynix)
At the technology development stage, promising suppliers will be selected as technology innovation companies and receive intellectual-property support and test materials. SK hynix will also introduce an R&D Challenge Reward Program, which provides funding for supplier technology development in advance. The company will provide up to 50% of initial development costs and settle the remaining amount separately after development is completed, taking performance and contribution into account. The program is designed to prevent suppliers from abandoning technology development because of funding shortages and reduce the risks associated with failure. Technical contributions will also be recognized even if development fails.
At the testing and validation stage, SK hynix will provide testbeds to demonstrate technologies under development. An analysis and measurement support center will conduct detailed analysis and reliability assessments. Suppliers will be able to conduct precision analysis of new products using high-cost equipment. SK hynix will also continue its performance evaluation program, which directly places supplier equipment and materials on production lines to certify yields and help suppliers establish product competitiveness.
SK hynix is also building the Trinity Fab in the Yongin Semiconductor Cluster, targeting an opening next year. The 1,000-pyeong testbed will verify the reliability of products from materials, parts and equipment companies. Suppliers will be able to test the reliability of new-technology components and equipment under the same conditions as mass-production lines. The facility is expected to shorten testing periods and costs and accelerate commercialization.
At the third, mass-production stage, SK hynix will support investment in mass-production equipment and production capabilities. The company will provide low-interest loans through its Shared Growth Fund and expand its supplier consulting program, which provides professional management diagnostics and advice, to second- and third-tier suppliers.
At the final sales stage, SK hynix will continue operating its shared-growth payment system and expand its supplier payment support fund. Suppliers using the shared-payment system will receive incentives. Under the system, second- and third-tier suppliers can receive payments earlier than before by using funds held in dedicated deposit accounts. The program is aimed at easing the financial burden on small and midsize suppliers.
The supplier payment support fund will be doubled to 100 billion won from 50 billion won. The fund is designed to provide suppliers with cash liquidity. Rather than SK hynix depositing the funds with banks and receiving interest income, the company provides benefits such as low-interest loans to outstanding first- and second-tier suppliers. The measure is intended to help small and midsize suppliers that need faster cash circulation operate their businesses more smoothly.
SK hynix will also continue programs to help suppliers secure talent. These include Hy-Five, which links recruitment of young workers at suppliers with job training and internships; Semiconductor Academy, which provides practical training; and the Semiconductor Shared-Growth CEO Seminar, an executive education program for supplier management.
KC Chairman Koh Seok-tae, with KC Vice Chairman Koh Sang-geol accepting the award on his behalf, Jusung Engineering Chairman Hwang Cheol-joo and former Shinsung E&G Chairman Lee Wan-keun were appointed honorary chairmen of the Shared Growth Council. (Photo =SK hynix)
The Shared Growth Council is a body operated by SK hynix to strengthen collaboration with outstanding materials, parts and equipment suppliers. Member companies receive various benefits, including joint research, technology development, information sharing, financial support, infrastructure sharing and talent development.
The council was launched in 2001 as the "Hynix Council" with 79 outstanding suppliers. During a management crisis in 2008, members participated in the company's recovery efforts by agreeing to defer wages. After SK hynix joined the SK Group in 2012, the organization was reorganized as the Shared Growth Council in 2014.
At the 25th-anniversary ceremony, a video documenting the council's history was shown, followed by a ceremony honoring former chairmen and owners of holding companies affiliated with council members. Former chairmen were also appointed to newly established honorary chairman positions.
Kwak presented a 25th-anniversary plaque to Hwang Cheol-joo, chairman of the Shared Growth Council. Eleven outstanding suppliers received awards in four categories: technology innovation, quality improvement, shared growth and sustainable management (ESG).