AI算力投入火热依旧,继续推荐ASIC、存储模组及端侧创新 | 投研报告

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25 Jun

国信证券近日发布电子行业周报:根据Trendforce数据,2Q25NAND Flash涨幅预计整体为3-8%,略好于此前预期涨幅0-5%,原厂减产策略逐步体现,4月初由于国际形势变化及终端需求不及预期,原厂产能控制谨慎,供给端收缩高于预期,叠加近期CSP厂商需求扩张持续拉动SSD需求,涨价趋势预计将延续至三季度。国信证券近日发布电子行业周报:根据Trendforce数据,2Q25NAND ...

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