芯片价格暴涨!存储原厂获利爆发

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存储芯片价格高涨,整体半导体产业营收创高。三星电子有望受惠,但只能赚到更多的利润,并无助于与台积电在晶圆代工领域竞争。AI强劲需求,促使DRAM和NAND Flash市场供应吃紧,产品报价高涨,其中,DRAM现货价报价今年9月以来至12月上涨了3至4倍。据世界半导体贸易统计组织(WSTS)预估,2025年存储营收有望增长27.8%,是2025年半导体业增幅第二大的产品,仅次于逻辑IC的增幅...

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