赛道Hyper | SK海力士押注QLC闪存重塑存储周期

华尔街见闻
Sep 01, 2025

作者:周源/华尔街见闻 在半导体产业的周期律中,存储芯片向来是波动最为剧烈的环节。 SK海力士在8月下旬宣布,其已实现321层2Tb QLC(四层单元:Quad-Level Cell)NAND闪存的量产,并计划进军AI数据中心市场。 这既是SK海力士的技术突破,也是资本逻辑口径中的产业博弈。 从投资者角度而言,这次产品迭代可能预示着新一轮存储周期的开启。 存储行业的周期宿命 存储芯片产业历来存在...

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