[SK실트론 숨은 메리트]③ 공장 가동률 98%…AI가 깨운 본업

SK Siltron's silicon wafer factories have reached near-maximum utilization (98%) driven by surging AI infrastructure demand, yet profitability remains constrained by falling average selling prices (ASP). SK Group's reluctance to divest reflects strategic concerns: maintaining control over the silicon wafer supply chain is critical for HBM production during the AI supercycle, and wafer margins could expand significantly once ASP stabilizes at current production volumes.