电子行业周报:DDR4价格大涨,Marvell释放ASIC市场乐观预期

东海证券
24 Jun

(以下内容从东海证券《电子行业周报:DDR4价格大涨,Marvell释放ASIC市场乐观预期》研报附件原文摘录)投资要点:电子板块观点:由于头部存储厂商逐渐停产DDR4,加之工控等市场需求旺盛,DDR4内存本周价格暴涨超过8%,目前DDR4最新现货报价已涨至2022年首个季度左右的价位,价格甚至超越DDR5出现倒挂;Marvell将2028年ASIC市场规模预期由750亿美元上调至940亿美元,且...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10