随着人工智能需求快速攀升,存储芯片价格大幅上涨,半导体产业的获利结构正出现变化。据《韩国经济新闻》报道,预计三星电子的存储部门与SK海力士在2025年第四季度的毛利率将超越台积电,这将是自2018年第四季度以来,存储产业的利润表也现首次超过晶圆代工产业。报道指出,三星电子与SK海力士的毛利率,预计将在63%到67%之间,高于预计的台积电的60%毛利率。此外,全球第三大存储芯片制造商美光,在2026...
Source Link随着人工智能需求快速攀升,存储芯片价格大幅上涨,半导体产业的获利结构正出现变化。据《韩国经济新闻》报道,预计三星电子的存储部门与SK海力士在2025年第四季度的毛利率将超越台积电,这将是自2018年第四季度以来,存储产业的利润表也现首次超过晶圆代工产业。报道指出,三星电子与SK海力士的毛利率,预计将在63%到67%之间,高于预计的台积电的60%毛利率。此外,全球第三大存储芯片制造商美光,在2026...
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