存储芯片真缺货了吗

电子时代
Nov 12, 2025

详情请登录www.cpcashow.com对于外界讨论记忆体是否走出以往循环、进入长期良好景象,旺宏董事长吴敏求表示,目前难以下定论,确实可见AI发展使大型原厂在产能配置上出现变化,带动部分业者营运转佳,但整体市况能维持多久仍难预测。现阶段可以确定的是价格已有上涨,涨价与某种程度的供需不平衡相关,不过缺货是否真实、缺口有多大,目前难以断言。他指出,数据中心从以CPU为主转向GPU,运算效能明显提升...

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