继NAND原厂Sandisk宣布向所有渠道和消费者客户的产品价格调涨超10%之后，近日美光决定暂停对DDR4、DDR5、LPDDR4X、LPDDR5X的报价，业界传美光或对渠道存储产品大幅度调涨20%-30%。值得注意的是，涨价效应已蔓延至股市，短短半月不足，Sandisk股价已涨超60%，美光股价涨超30%。国内存储产业链相关个股也有所带动，上周五多家存储厂商股价大幅上涨10%以上。与此同时，...
Source Link继NAND原厂Sandisk宣布向所有渠道和消费者客户的产品价格调涨超10%之后，近日美光决定暂停对DDR4、DDR5、LPDDR4X、LPDDR5X的报价，业界传美光或对渠道存储产品大幅度调涨20%-30%。值得注意的是，涨价效应已蔓延至股市，短短半月不足，Sandisk股价已涨超60%，美光股价涨超30%。国内存储产业链相关个股也有所带动，上周五多家存储厂商股价大幅上涨10%以上。与此同时，...
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