多国芯片巨头上调产品报价,摩根士丹利:存储芯片行业将迎超级周期

老虎资讯综合
Oct 04

据央视财经,过去半年,全球存储芯片价格持续上涨。特别是最近一个月,涨价消息越发密集。三星电子、SanDisk Corp 等主要厂商近期陆续通知客户调整报价,现货市场价格也在短时间内快速上行。

资本市场对近期存储芯片行情的变化给出了直接反馈,多家厂商股价持续刷新历史最高值。最近一个月, 美光科技 股价累计上涨约60%;自8月21日以来,SanDisk股价累计上涨约190%。从行业角度来看,摩根士丹利的最新研报预测,人工智能热潮下,存储芯片行业预计迎来一个“超级周期”。

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