11月NAND Flash报价暴涨!存储缺货30年以来最严重

芯报告
Nov 08

存储市场缺货潮由AI需求所带动,缺货情况是30年来最严重。NAND Flash供应商10月罕见未交货,11月报价大涨50%。三星(Samsung)、SK海力士(SK Hynix)及美光(Micron)目前集中资源拓展HBM市场,造成DDR5及DDR4供不应求。现阶段市场的景气循环,已由以往的产能调整转变为AI需求主导,若AI投资热度维持半年至一年,缺货将持续;但若AI在短时间泡沫化,价格则可能会...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10