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达泰莱
3.03
-0.0100
-0.33%
成交量:
91.39万
成交额:
276.90万
市值:
365.11万
市盈率:
-2.89
高:
3.26
开:
3.04
低:
2.98
收:
3.04
数据加载中...
总览
公司
新闻
公告
【美光发函确认内存与存储产品涨价 涨幅或在10%-15%】据IT之家,美光全球销售高级副总裁Mike Cordano向渠道和合作伙伴发函,确认了该企业将调涨DRAM内存与NAND闪存产品价格。另据CFM中国闪存市场的消息,美光此次涨价幅度将在10%-15%。Mike Cordano在函件中表示,最近的市场动态显示内存和存储市场已开始走入复苏轨道,美光各个部门收到的计划外需求都在增加,这导致了供应紧张,因此涨价。
金融界
·
03-27
机构:下游客户库存去化顺利 预计2Q25 DRAM价格跌幅将收敛
美港电讯
·
03-25
TrendForce集邦咨询:下游客户库存去化顺利 预计2Q25 DRAM价格跌幅将收敛
智通财经
·
03-25
AI高带宽存储器+DRAM前景乐观 花旗绩前唱多美光科技
智通财经
·
03-18
“置之死地而后生”!李在镕发出严厉警告:三星已是“生死一线”
每日经济新闻
·
03-18
李在镕称三星处于生死存亡关头
新华社新闻
·
03-17
三星至暗时刻? DRAM/电视/手机...市占全线下滑!
Semi Display
·
03-14
存储峰会:服务器内存消耗已经超过手机 大容量存储供不应求
美港电讯
·
03-13
受惠于以旧换新 三星在华销量大幅增长
联合早报
·
03-13
【中信证券:NAND有望Q2起涨 模组环节将迎利润拐点】中信证券研报指出,随原厂控产影响显现,行业库存逐步消化,AI拉动需求提升,我们预计主流NAND Flash 价格有望于25Q2开涨,DRAM价格有望于25H2企稳向好,存储模组涨价早于晶圆端,国内模组厂商主要布局NAND产品,25Q2有望迎利润拐点,低价存货有望带来利润弹性,估值有望率先提升,建议关注模组环节投资机会。
金融界
·
02-28
大跳水!108万手封死跌停!全球DRAM产业营收突破280亿美元,概念股全线上扬
数据宝
·
02-27
美光科技(MU)盘前涨超1% 新一代DRAM内存开始出货 性能较上一代提升15%
金吾财讯
·
02-27
美股异动|美光科技盘前续涨1.7% 1γ DRAM内存开始出货 性能较上一代提升15%
港股那点事
·
02-27
TrendForce集邦咨询:4Q24 DRAM产业营收环比上季增9.9%
智通财经
·
02-27
机构:Server DRAM与HBM持续支撑 2024年第四季全球DRAM产业营收季增9.9%
美港电讯
·
02-27
【机构:Server DRAM与HBM持续支撑 2024年第四季全球DRAM产业营收季增9.9%】根据TrendForce集邦咨询最新调查,2024年第四季全球DRAM产业营收突破280亿美元,较前一季成长9.9%;由于Server DDR5的合约价上涨,加上HBM集中出货,前三大业者营收皆持续季增。平均销售单价方面,多数应用产品的合约价皆反转下跌,只有美系CSP增加采购大容量Server DDR5,成为支撑Server DRAM(服务器内存)价格续涨的主因。展望2025年第一季,随着进入生产淡季,整体原厂出货位元量将季减。价格部分,因PC OEM、手机业者持续去化库存,DRAM供应商将DDR4及部分HBM产能回流至Server DDR5,CSP采购动能放缓,预估第一季一般型DRAM合约价及一般型DRAM及HBM合并的整体合约价皆下跌。
金融界
·
02-27
南亚科:消费电子需求复苏 DRAM市场可望上半年触底
爱集微
·
02-27
【美股异动|美光科技涨超4% 专为下一代CPU设计的DRAM新品开始出货】美光科技(MU.US)涨超4%,报97美元。消息面上,美光科技宣布,已率先向生态系统合作伙伴及特定客户出货专为下一代CPU设计的1γ(1-gamma)10纳米级DDR5内存样品。据官方介绍,该款16Gb DDR5产品的数据传输速率可达 9200MT/s,与前代产品相比,速率提升高达15%,功耗降低超过20%,主要满足AI产业对高性能、高能效内存解决方案日益增长的需求。
金融界
·
02-26
美光科技(MU)10纳米DDR5 DRAM新品开始出货
金吾财讯
·
02-26
美光10纳米DDR5 DRAM新品开始出货
美港电讯
·
02-26
更多
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DRAM价格跌幅将收敛","url":"https://stock-news.laohu8.com/highlight/detail?id=2522406108","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522406108?lang=zh_cn&edition=fundamental","pubTime":"2025-03-25 14:08","pubTimestamp":1742882918,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据TrendForce集邦咨询最新调查,2025年第一季下游品牌厂大都提前出货因应国际形势变化,此举有助供应链中DRAM的库存去化。TrendForce集邦咨询估计,2025年第二季DDR5价格止跌,而DDR4跌幅将低于市场预期,整体平均合约价将与第一季持平。TrendForce集邦咨询表示,预期第二季Graphics DRAM主要需求将集中于新一代显示卡GDDR7的备货,由于整体供应不足,预计GDDR7价格将持平上季或缓跌。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1267057.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2520698283","title":"AI高带宽存储器+DRAM前景乐观 花旗绩前唱多美光科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2520698283","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2520698283?lang=zh_cn&edition=fundamental","pubTime":"2025-03-18 14:20","pubTimestamp":1742278821,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗在美光科技公布第二财季业绩前重申对该股的“买入”评级,目标价为150美元。Danely对美光科技仍持“乐观”态度,原因包括人工智能浪潮下的高带宽存储器机遇以及DRAM复苏。美光科技将于3月20日(周四)美股盘后公布Q2业绩。截至周一收盘,美光科技涨2.30%,报103.11美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025031814261094b84df0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:52","pubTimestamp":1742230320,"startTime":"0","endTime":"0","summary":"韩联社17日报道,韩国三星电子会长李在镕称三星集团处于生死存亡关头,要求高管“背水一战”。根据视频中传达的信息,李在镕表示三星集团已失去内生动力,正处于生死存亡关头,应从高层开始深刻反省。李在镕呼吁高管“向死而生”赠予每名参会者“寄语”水晶牌据报道,从上月底开始,三星集团在韩国京畿道龙仁研修院面向所有子公司的2000多名高管进行了一场名为“重塑三星力量”研讨。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025031806215394b7c4af&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:21","pubTimestamp":1742206867,"startTime":"0","endTime":"0","summary":"韩联社17日报道,韩国三星电子会长李在镕称三星集团处于生死存亡关头,要求高管“背水一战”。根据视频中传达的信息,李在镕表示三星集团已失去内生动力,正处于生死存亡关头,应从高层开始深刻反省。李在镕说,重要的不是眼下的危机处境,而是应对危机的态度;即便舍弃眼前利益,也应为未来投资。韩联社报道,这主要归咎于三星电子成熟制程芯片业绩遇冷和高带宽内存产品交货延迟。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250317182214ab69357a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250317182214ab69357a&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SSNLF","DRAM","BK4543","BK4168","HBM","BK4170"],"gpt_icon":0},{"id":"2519239817","title":"三星至暗时刻? DRAM/电视/手机...市占全线下滑!","url":"https://stock-news.laohu8.com/highlight/detail?id=2519239817","media":"Semi Display","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519239817?lang=zh_cn&edition=fundamental","pubTime":"2025-03-14 12:07","pubTimestamp":1741925271,"startTime":"0","endTime":"0","summary":"在设备解决方案部门,2024年三星电子DRAM市场份额为41.5%。三星电子的DRAM市场份额从2022年的43.1%降至2023年的42.2%,呈逐年下降趋势。市场调查机构TrendForce最近公布了去年第四季度的代工市场份额,三星电子以8.1%的市场份额保持了第二位。三星电子的销售额也从上一季度的33.5亿美元下降了1.4%,达到32.6亿美元,与创下268.54亿美元的台积电形成了鲜明对比。市场指出,目前三星电子不仅在半导体,而且在所有业务中都表现不佳,认为需要根本性的对策。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250314121637a1dc24aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250314121637a1dc24aa&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4170","SSNLF","DRAM","BK4543"],"gpt_icon":0},{"id":"2519002941","title":"存储峰会:服务器内存消耗已经超过手机 大容量存储供不应求","url":"https://stock-news.laohu8.com/highlight/detail?id=2519002941","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2519002941?lang=zh_cn&edition=fundamental","pubTime":"2025-03-13 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16:08","pubTimestamp":1741853280,"startTime":"0","endTime":"0","summary":"据韩联社报道,三星电子星期三(3月12日)公布业务报告显示,公司去年对华出口额同比增加53.9%,为64.9275万亿韩元(595亿新元),超过对美出口额。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"zaobao_highlight","url":"https://www.zaobao.com/realtime/china/story20250313-6011512","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zaobao.com/realtime/china/story20250313-6011512","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zaobao_highlight","symbols":["DRAM"],"gpt_icon":0},{"id":"2514350235","title":"【中信证券:NAND有望Q2起涨 模组环节将迎利润拐点】中信证券研报指出,随原厂控产影响显现,行业库存逐步消化,AI拉动需求提升,我们预计主流NAND Flash 价格有望于25Q2开涨,DRAM价格有望于25H2企稳向好,存储模组涨价早于晶圆端,国内模组厂商主要布局NAND产品,25Q2有望迎利润拐点,低价存货有望带来利润弹性,估值有望率先提升,建议关注模组环节投资机会。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514350235","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514350235?lang=zh_cn&edition=fundamental","pubTime":"2025-02-28 08:27","pubTimestamp":1740702478,"startTime":"0","endTime":"0","summary":"中信证券研报指出,随原厂控产影响显现,行业库存逐步消化,AI拉动需求提升,我们预计主流NAND Flash 价格有望于25Q2开涨,DRAM价格有望于25H2企稳向好,存储模组涨价早于晶圆端,国内模组厂商主要布局NAND产品,25Q2有望迎利润拐点,低价存货有望带来利润弹性,估值有望率先提升,建议关注模组环节投资机会。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/28082748443964.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU1720050803.USD","LU1997245094.SGD","BK1521","BK1516","LU0405327494.USD","LU2495084118.USD","LU0405327148.USD","LU1997244956.HKD","LU1064130708.USD","BK0188","BK1147","LU1328615791.USD","LU1064131003.USD","600030","LU2289578879.USD","BK0012","BK0028","LU2148510915.USD","06030","DRAM","BK0196","LU1794554557.SGD","BK1564","BK0276","LU1997245177.USD","BK0183"],"gpt_icon":0},{"id":"2514880375","title":"大跳水!108万手封死跌停!全球DRAM产业营收突破280亿美元,概念股全线上扬","url":"https://stock-news.laohu8.com/highlight/detail?id=2514880375","media":"数据宝","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514880375?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 19:42","pubTimestamp":1740656520,"startTime":"0","endTime":"0","summary":" 全球DRAM产业营收突破280亿美元,相关A股公司股价全线上涨。 医美概念股江苏吴中(维权)今日一字跌停,总市值跌破60亿元,跌停板上有108.71万手封单。若后续被认定触及相关规定的重大违法强制退市情形,公司股票将被实施强制退市。 根据TrendForce集邦咨询最新调查,2024年第四季全球DRAM产业营收突破280亿美元,较前一季成长9.9%;由于Server DDR5的合约价上涨,加上HBM集中出货,前三大业者营收皆持续季增。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hyyj/2025-02-27/doc-inemxrkc7794173.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DRAM"],"gpt_icon":0},{"id":"2514871066","title":"美光科技(MU)盘前涨超1% 新一代DRAM内存开始出货 性能较上一代提升15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514871066","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514871066?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 18:15","pubTimestamp":1740651322,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)盘前涨超1%,截至发稿,报99.23美元。消息面上,存储芯片大厂美光科技2月26日宣布,已向生态系统合作伙伴及部分客户提供基于1γ节点、第六代DRAM节点的DDR5内存样品。据介绍,基于1γ节点的16Gb DDR5产品DDR5内存速度可达9200MT/s,较上一代提升15%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"285869","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4575","LU1366333091.USD","LU1852331112.SGD","LU1316542783.SGD","DRAM","BK4579","BK4553","IE00B7SZLL34.SGD","IE00B19Z3B42.SGD","MU","BK4527","BK4566","LU0642271901.SGD","LU2250418816.HKD","IE0002270589.USD","LU0719512351.SGD","BK4585","LU2211815571.USD","BK4512","LU2360106780.USD","BK4588","LU0082616367.USD","LU2286300806.USD","LU2048586759.USD","BK4543","BK4533","IE00B19Z3581.USD","BK4141","LU0889566641.SGD","LU0157215616.USD","BK4605","LU0056508442.USD","LU0081259029.USD","GB00BDT5M118.USD","BK4554","LU0127658192.USD","LU1267930813.SGD","BK4532","LU0792757196.USD"],"gpt_icon":0},{"id":"2514887691","title":"美股异动|美光科技盘前续涨1.7% 1γ DRAM内存开始出货 性能较上一代提升15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514887691","media":"港股那点事","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514887691?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 17:34","pubTimestamp":1740648840,"startTime":"0","endTime":"0","summary":"格隆汇2月27日|昨日涨近5%的美光科技(MU.US)盘前续涨1.7%。消息上,存储芯片大厂美光科技2月26日宣布,已向生态系统合作伙伴及部分客户提供基于1γ节点、第六代DRAM节点的DDR5内存样品。据介绍,基于1γ节点的16Gb DDR5产品DDR5内存速度可达9200MT/s,较上一代提升15%。(格隆汇)\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-02-27/doc-inemxmaf7870832.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DRAM","GB00BDT5M118.USD","IE0002270589.USD","LU2211815571.USD","BK4141","MU","IE00B19Z3581.USD","BK4566","LU1366333091.USD","LU2286300806.USD","LU0719512351.SGD","LU2360106780.USD","LU1316542783.SGD","LU0642271901.SGD","BK4605","BK4575","LU0081259029.USD","BK4585","BK4533","LU0056508442.USD","LU1267930813.SGD","LU1852331112.SGD","BK4527","BK4532","LU0889566641.SGD","BK4543","BK4553","BK4512","BK4554","LU2048586759.USD","IE00B7SZLL34.SGD","BK4579","LU2250418816.HKD","IE00B19Z3B42.SGD","LU0082616367.USD","LU0157215616.USD","LU0127658192.USD","BK4588","LU0792757196.USD"],"gpt_icon":0},{"id":"2514859828","title":"TrendForce集邦咨询:4Q24 DRAM产业营收环比上季增9.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514859828","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514859828?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 15:03","pubTimestamp":1740639780,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,根据TrendForce集邦咨询最新调查,2024年第四季全球DRAM产业营收突破280亿美元,较前一季成长9.9%;由于Server DDR5的合约价上涨,加上HBM集中出货,前三大业者营收皆持续季增。排名第二的SK hynix,2024年第四季营收增加至104.6亿美元,季增16.9%,市占上升至36.6%。TrendForce集邦咨询表示,其他DRAM原厂2024年第四季营收普遍呈现季减。其中,Nanya(南亚科)受到Consumer DRAM终端销售动能转弱、DDR4市场竞争影响,营收季减19.3%至2.03亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1255166.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["DRAM"],"gpt_icon":0},{"id":"2514884977","title":"机构:Server DRAM与HBM持续支撑 2024年第四季全球DRAM产业营收季增9.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514884977","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514884977?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 13:43","pubTimestamp":1740635008,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK4209","N0Z.SI","BK6096","DRAM","PC","BK6505"],"gpt_icon":0},{"id":"2514841540","title":"【机构:Server DRAM与HBM持续支撑 2024年第四季全球DRAM产业营收季增9.9%】根据TrendForce集邦咨询最新调查,2024年第四季全球DRAM产业营收突破280亿美元,较前一季成长9.9%;由于Server DDR5的合约价上涨,加上HBM集中出货,前三大业者营收皆持续季增。平均销售单价方面,多数应用产品的合约价皆反转下跌,只有美系CSP增加采购大容量Server DDR5,成为支撑Server DRAM(服务器内存)价格续涨的主因。展望2025年第一季,随着进入生产淡季,整体原厂出货位元量将季减。价格部分,因PC OEM、手机业者持续去化库存,DRAM供应商将DDR4及部分HBM产能回流至Server DDR5,CSP采购动能放缓,预估第一季一般型DRAM合约价及一般型DRAM及HBM合并的整体合约价皆下跌。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514841540","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514841540?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 13:42","pubTimestamp":1740634964,"startTime":"0","endTime":"0","summary":"根据TrendForce集邦咨询最新调查,2024年第四季全球DRAM产业营收突破280亿美元,较前一季成长9.9%;由于Server DDR5的合约价上涨,加上HBM集中出货,前三大业者营收皆持续季增。价格部分,因PC OEM、手机业者持续去化库存,DRAM供应商将DDR4及部分HBM产能回流至Server DDR5,CSP采购动能放缓,预估第一季一般型DRAM合约价及一般型DRAM及HBM合并的整体合约价皆下跌。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/27134248422154.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["PC","DRAM"],"gpt_icon":0},{"id":"2514849772","title":"南亚科:消费电子需求复苏 DRAM市场可望上半年触底","url":"https://stock-news.laohu8.com/highlight/detail?id=2514849772","media":"爱集微","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514849772?lang=zh_cn&edition=fundamental","pubTime":"2025-02-27 13:40","pubTimestamp":1740634848,"startTime":"0","endTime":"0","summary":"2月26日,中国台湾DRAM大厂南亚科总经理李培瑛表示,AI PC、AI手机及消费电子产品等三大应用市场逐步复苏,加上AI机器人、AI服务器、边缘AI计算等AI应用百花齐放助攻,正向看待DRAM市场可望在今年上半年触底。近期,市调机构TrendForce在报告中指出,DRAM市场将在2025年第一季度出现显著的价格下跌,PC、服务器和GPU VRAM细分市场预计将出现大幅下跌。在PC DRAM市场,价格预计将下降8%-13%。这一下降主要是由于消费者需求疲软和DDR4内存模块供过于求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025022713411898947274&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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9200MT/s,与前代产品相比,速率提升高达15%,功耗降低超过20%,主要满足AI产业对高性能、高能效内存解决方案日益增长的需求。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514859849","media":"金融界","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514859849?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 22:48","pubTimestamp":1740581294,"startTime":"0","endTime":"0","summary":"美光科技(MU.US)涨超4%,报97美元。消息面上,美光科技宣布,已率先向生态系统合作伙伴及特定客户出货专为下一代CPU设计的1γ(1-gamma)10纳米级DDR5内存样品。据官方介绍,该款16Gb DDR5产品的数据传输速率可达 9200MT/s,与前代产品相比,速率提升高达15%,功耗降低超过20%,主要满足AI产业对高性能、高能效内存解决方案日益增长的需求。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/26224848413031.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4512","LU2286300806.USD","LU0719512351.SGD","LU0889566641.SGD","LU2250418816.HKD","BK4532","LU1852331112.SGD","BK4527","BK4605","LU2211815571.USD","BK4588","LU0082616367.USD","BK4566","DRAM","IE00B7SZLL34.SGD","LU0642271901.SGD","LU0792757196.USD","LU0127658192.USD","LU0081259029.USD","LU0157215616.USD","GB00BDT5M118.USD","MU","BK4141","BK4575","BK4579","BK4553","BK4533","IE00B19Z3581.USD","LU1316542783.SGD","BK4554","BK4585","LU1267930813.SGD","BK4543","IE0002270589.USD","LU0056508442.USD","LU1366333091.USD","IE00B19Z3B42.SGD","LU2360106780.USD","LU2048586759.USD"],"gpt_icon":0},{"id":"2514838195","title":"美光科技(MU)10纳米DDR5 DRAM新品开始出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2514838195","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514838195?lang=zh_cn&edition=fundamental","pubTime":"2025-02-26 18:54","pubTimestamp":1740567286,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美光科技(MU)2月26日宣布,已率先向生态系统合作伙伴及特定客户出货专为下一代CPU设计的1γ(1-gamma)10纳米级DDR5内存样品。据官方介绍,该款16Gb DDR5产品的数据传输速率可达 9200MT/s,与前代产品相比,速率提升高达15%,功耗降低超过20%,主要满足AI产业对高性能、高能效内存解决方案日益增长的需求。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"285814","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4554","LU1267930813.SGD","LU1852331112.SGD","LU2360106780.USD","BK4579","BK4553","BK4141","BK4532","LU0719512351.SGD","LU2286300806.USD","LU2211815571.USD","LU1366333091.USD","MU","IE00B7SZLL34.SGD","BK4543","BK4575","LU0889566641.SGD","LU2048586759.USD","IE00B19Z3B42.SGD","BK4588","GB00BDT5M118.USD","LU0642271901.SGD","IE0002270589.USD","LU0056508442.USD","BK4512","LU0082616367.USD","LU2250418816.HKD","BK4605","LU0127658192.USD","BK4527","LU0157215616.USD","IE00B19Z3581.USD","LU0792757196.USD","LU0081259029.USD","DRAM","BK4585","BK4533","BK4566","LU1316542783.SGD"],"gpt_icon":0},{"id":"2514766000","title":"美光10纳米DDR5 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