闪迪(SNDK)今日盘中大跌6.68%,引起了市场的广泛关注。
消息面上,存储芯片股集体下跌,主要原因是英伟达计划为其下一代"Vera Rubin"AI芯片几乎全数向SK海力士及三星采购HBM4,美光科技将不再参与相关供应。这一供应链调整对存储芯片行业产生了负面影响,导致相关股票普遍下跌。
此外,三星电子正进一步加大在下一代AI存储器芯片领域的投入,随着第六代高频宽存储器(HBM4)供应战主要围绕少数大型厂商展开,行业竞争态势日趋激烈,这也加剧了市场对存储芯片公司未来前景的担忧。
闪迪(SNDK)今日盘中大跌6.68%,引起了市场的广泛关注。
消息面上,存储芯片股集体下跌,主要原因是英伟达计划为其下一代"Vera Rubin"AI芯片几乎全数向SK海力士及三星采购HBM4,美光科技将不再参与相关供应。这一供应链调整对存储芯片行业产生了负面影响,导致相关股票普遍下跌。
此外,三星电子正进一步加大在下一代AI存储器芯片领域的投入,随着第六代高频宽存储器(HBM4)供应战主要围绕少数大型厂商展开,行业竞争态势日趋激烈,这也加剧了市场对存储芯片公司未来前景的担忧。
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