文 | 彭琦 沈晓涵长鑫送样高阶LPDDR5X，三星26年HBM产能售罄——电子行业周报本周（2025.10.27-2025.11.2）市场回顾1）海外AI芯片指数本周续涨6.1%，AI基础设施建设持续进行带动算力芯片需求旺盛。英伟达和Marvell股价涨幅达到8.7%和11.4%，博通上涨4.4%，仅有MPS下滑6.5%。2）国内AI芯片指数本周下跌7.1%。恒玄科技下滑12.3%，寒武纪...
Source Link文 | 彭琦 沈晓涵长鑫送样高阶LPDDR5X，三星26年HBM产能售罄——电子行业周报本周（2025.10.27-2025.11.2）市场回顾1）海外AI芯片指数本周续涨6.1%，AI基础设施建设持续进行带动算力芯片需求旺盛。英伟达和Marvell股价涨幅达到8.7%和11.4%，博通上涨4.4%，仅有MPS下滑6.5%。2）国内AI芯片指数本周下跌7.1%。恒玄科技下滑12.3%，寒武纪...
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