这轮存储 “超级周期” 使的存储相关公司的股价近期涨势迅猛，今天这篇文章来聊聊这对于下游硬件厂商的影响 —— 存储（NAND 闪存和 DRAM 内存）是服务器、个人电脑、智能手机等产品的核心成本构成部分。因此，存储涨价对这些公司绝非利好，反而会给它们的利润率带来压力。在深入探讨对硬件厂商的影响前，我们先看看存储近几个月的涨价有多疯狂。多家分析机构都用 “前所未有的超级周期” 来形容此轮涨价：作为...
Source Link这轮存储 “超级周期” 使的存储相关公司的股价近期涨势迅猛，今天这篇文章来聊聊这对于下游硬件厂商的影响 —— 存储（NAND 闪存和 DRAM 内存）是服务器、个人电脑、智能手机等产品的核心成本构成部分。因此，存储涨价对这些公司绝非利好，反而会给它们的利润率带来压力。在深入探讨对硬件厂商的影响前，我们先看看存储近几个月的涨价有多疯狂。多家分析机构都用 “前所未有的超级周期” 来形容此轮涨价：作为...
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