存储芯片,前所未有

半导体行业观察
Nov 11

近期,存储赛道热度席卷全球。在《存储芯片“超级周期”,真的来了?》一文中,笔者对存储市场周期进行了分析预判,“超级周期”、“前所未有的新繁荣”等行业论述持续升温。近日,三星电子、SK海力士、西部数据等全球存储芯片巨头相继发布最新季度财报,业绩全面超过预期,赚得盆满钵满。这一亮眼表现不仅标志着存储芯片企业从去年的行业低谷中强势复苏,或许进一步印证了市场关于存储芯片进入新一轮“超级周期”的论调。存储...

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