“电子黄金”内存价格的飙升，已从产业链上游震荡至消费者层面。小米创始人雷军公开感叹“内存涨价实在太多”，正是这股浪潮冲击的直观体现。然而，当消费端感受到价格压力时，产业链中游的晶圆代工巨头，也面临一场更为严峻的深层考验。中芯国际联合首席执行官赵海军在最新业绩会上38次提及“存储”，并发出警示：存储超级周期对逻辑代工而言，是导致“供应链无法配套”和“成本挤压”的双刃剑。满产下的忧虑：产业融合的“...
Source Link“电子黄金”内存价格的飙升，已从产业链上游震荡至消费者层面。小米创始人雷军公开感叹“内存涨价实在太多”，正是这股浪潮冲击的直观体现。然而，当消费端感受到价格压力时，产业链中游的晶圆代工巨头，也面临一场更为严峻的深层考验。中芯国际联合首席执行官赵海军在最新业绩会上38次提及“存储”，并发出警示：存储超级周期对逻辑代工而言，是导致“供应链无法配套”和“成本挤压”的双刃剑。满产下的忧虑：产业融合的“...
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