中芯国际联合CEO赵海军:存储大周期致手机、消费等客户来年下单偏保守

每日经济新闻
Nov 14

11月14日早间盘前,中芯国际召开2025年第三季度业绩说明会。  近期,半导体市场最为火热的现象当属存储芯片涨价,这对晶圆代工厂又会带来哪些影响?  中芯国际联合CEO赵海军表示,存储大周期的正面影响是对制造业企业,负面影响是对终端生产厂商,无论汽车、手机还是消费类,这些使用存储器的终端厂商,来年都将受到价格压力和供应压力。  赵海军提到,其多年前做过一个研究,存储芯片市场如果减少5%,价格将...

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