一周概念股:被动元器件开启涨价,存储市场面临长周期缺货

爱集微
Nov 02, 2025

本周,继存储之后,据供应链消息,由于AI应用带动钽电容需求大增,被动元件大厂国宏团旗下基美向客户发出钽电容涨价通知,新价格于11月1日生效。与此同时,随着人工智能应用大举扩张,全球存储器产业正面临一场结构性、长周期缺货,且三大DRAM原厂SK海力士、三星和美光;NAND存储器供应商除三大厂外,包括铠侠、大陆长江存储等,产能已全被扫光。被动元器件涨价高达三成近日,据供应链透露,由于AI应用带动钽电容...

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