电子行业存储芯片周度跟踪:威刚称DDR4或续涨 AMD发布新AI芯片MI350

甬兴证券有限公司
23 Jun

核心观点NAND:铠侠计划五年内将产量翻一番,以满足AI 数据中心对NAND 需求。根据DRAMexchange,上周(20250616-0620)NAND颗粒22 个品类现货价格环比涨跌幅区间为0.00%至6.06%,平均涨跌幅为1.47%。其中9 个料号价格持平,13 个料号价格上涨,0 个料号价格下跌。根据科创板日报报道, 日本NAND 闪存巨头铠侠(Kioxia)公布其中长期业务计划,旨在...

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