蓝鲸新闻11月14日电,11月14日, 中芯国际CEO赵海军在2025年Q3业绩会上表示,目前存储器供应缺乏明确承诺,叠加存储大周期影响,行业担忧来年出现供不应求。手机、消费电子、互联设备等领域虽未得到来年能充足获取存储器的明确答复,且下游需求(手机、家电需求稳定,工业持续复苏、汽车市场增长)向好,但企业在制定来年生产规划时仍普遍保守,不确定市场实际出货量能否增长,尤其不敢在一季度多下单、多出货,...
Source Link蓝鲸新闻11月14日电,11月14日, 中芯国际CEO赵海军在2025年Q3业绩会上表示,目前存储器供应缺乏明确承诺,叠加存储大周期影响,行业担忧来年出现供不应求。手机、消费电子、互联设备等领域虽未得到来年能充足获取存储器的明确答复,且下游需求(手机、家电需求稳定,工业持续复苏、汽车市场增长)向好,但企业在制定来年生产规划时仍普遍保守,不确定市场实际出货量能否增长,尤其不敢在一季度多下单、多出货,...
Source LinkDisclaimer: 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.