半导体行业周报:关注旺季+创新共振下的高价值赛道

天风证券股份有...
Jul 28

半导体6月市场回顾:6月交期:6 月,整体芯片交期有所波动上升,部分品类交期延长,现货市场交期保持平稳。存储价格持续上涨,其中LPDDR4X 现货价格出现较大幅度上涨,主要因封装基板交付延迟及资源供应紧张。重点芯片供应商交期:6 月,主要芯片厂商交期和价格小幅上升。DRAM产品交期稳定但价格上涨明显;TI、ADI 等模拟器件交期稳定,部分价格或上调;MCU 交期稳定,价格有所波动;Infineon...

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