异动解读|Astera Labs盘中上涨3.26%,三大DRAM原厂放弃CXL控制器自研叠加新品发布持续提振

行情直击
Jul 23

7月23日,Astera Labs盘中上涨3.26%,报341.68美元/股,成交额9902.9万美元。

消息面上,三星电子、SK海力士、美光均已放弃第一方CXL内存控制器商业化,下游数据中心客户偏好分离式采购模式,Astera Labs等第三方Fabless企业有望直接受益,CXL控制器设计主导权加速向独立芯片设计公司转移。同时,公司近日发布Taurus系列新品,推出业内首款符合OCP标准的3.2T智能Retimer和Redriver,进一步巩固高速互联产品矩阵。多重利好叠加持续提振买盘情绪。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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