金吾财讯 | 中信证券指出,美光中国区启动裁员,主要涉及嵌入式团队,同时全球范围内停止未来移动NAND开发,这有望加快国内存储解决方案厂商在国内嵌入式及移动NAND市场获取份额;叠加行业景气提升,看好厂商短期利润释放及长期成长空间。
金吾财讯 | 中信证券指出,美光中国区启动裁员,主要涉及嵌入式团队,同时全球范围内停止未来移动NAND开发,这有望加快国内存储解决方案厂商在国内嵌入式及移动NAND市场获取份额;叠加行业景气提升,看好厂商短期利润释放及长期成长空间。
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