消费电子市场蹉跎多年,尚未收获人工智能创造的利润,反而先挨了两记AI铁拳。人工智能基建热潮下,跟存储沾点边的东西纷纷往天上涨,内存和闪存颗粒大涨价,带动下游手机和PC价格全线上涨。不过让人多少意外的是,活化石品类机械硬盘居然也能焕发第二春。从2014年算起,机械硬盘出货量已经跌了近十年,老牌大厂的经营原则都是控产保价格。要么自行减产,要么靠天灾:比如2011年西部数据泰国工厂遇到洪水,直接带动机械...
Source Link消费电子市场蹉跎多年,尚未收获人工智能创造的利润,反而先挨了两记AI铁拳。人工智能基建热潮下,跟存储沾点边的东西纷纷往天上涨,内存和闪存颗粒大涨价,带动下游手机和PC价格全线上涨。不过让人多少意外的是,活化石品类机械硬盘居然也能焕发第二春。从2014年算起,机械硬盘出货量已经跌了近十年,老牌大厂的经营原则都是控产保价格。要么自行减产,要么靠天灾:比如2011年西部数据泰国工厂遇到洪水,直接带动机械...
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.