国产代工二季度指引谨慎不改长期受益趋势 | 投研报告

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15 May

申港证券近日发布电子行业研究周报:4月DRAM价格上升22%、NAND上涨11%,根据集微网消息,受半导体关税不确定性引发的IT设备厂商囤积芯片影响,4月DRAM和NAND的固定交易价格上涨。申港证券近日发布电子行业研究周报:4月DRAM价格上升22%、NAND上涨11%。根据集微网消息,受半导体关税不确定性引发的IT设备厂商囤积芯片影响,4月DRAM和NAND的固定交易价格上涨。...

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