根据半导体产业纵横，三星电子、SK 海力士和美光科技计划于2025 年下半年终止DDR3 和DDR4 内存生产。相比主流存储产品，我们更看好3Q25 利基型存储产品价格涨幅。维持对SK 海力士和美光科技的“持有”评级。事件：根据半导体产业纵横，2025 年5 月初三星电子与主要客户就提高DRAM 芯片售价达成一致，其中DDR4 DRAM 产品平均价格上涨接近20%、DDR5 DRAM 价格上涨...
Source Link根据半导体产业纵横，三星电子、SK 海力士和美光科技计划于2025 年下半年终止DDR3 和DDR4 内存生产。相比主流存储产品，我们更看好3Q25 利基型存储产品价格涨幅。维持对SK 海力士和美光科技的“持有”评级。事件：根据半导体产业纵横，2025 年5 月初三星电子与主要客户就提高DRAM 芯片售价达成一致，其中DDR4 DRAM 产品平均价格上涨接近20%、DDR5 DRAM 价格上涨...
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