异动解读|Astera Labs夜盘上涨3.12%,三大DRAM原厂放弃CXL控制器自研利好第三方芯片设计公司

行情直击
Jul 21

7月21日,Astera Labs夜盘上涨3.12%,报318.72美元/股,成交额37.3万美元。

消息面上,韩媒报道三星电子、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,澜起科技、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。同日,巴克莱将Astera Labs目标价由200美元上调至325美元,看好AI算力扩张带动高速互联芯片需求持续放量。半导体板块延续修复走势,美光科技涨3.4%,SK海力士涨3.96%,英特尔涨3.04%。

(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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