存储芯片,真缺货了吗?

半导体芯闻
Nov 10

如果您希望可以时常见面,欢迎标星 收藏哦~来源:内容来自半导体芯闻综合。对于外界讨论记忆体是否走出以往循环、进入长期荣景,旺宏董事长吴敏求(附图)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,但整体市况可维持多久仍难预测。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、缺口多大,目前难以断言。他指出,数据中心从以...

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