存储大厂达成供应协议!这三类公司正在吃下AI红利!

同壁财经
Nov 06

11月6日,存储芯片再传利好,$科创半导体ETF(588170)跳空高开,继续反弹走势,盘中收复20日均线。从消息面来看,11月全球半导体行业接连发生两件大事:一是三星、SK海力士和美光这三大存储芯片巨头突然暂停DDR5内存芯片的报价,现货价格一周内飙升25%;二是韩国半导体巨头SK海力士与英伟达就明年HBM4供应达成协议,单价约560美元,较业内预期高10%以上。随着AI基础设施投资热潮推高需求...

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