存储芯片一涨再涨,最受益方向国内仍是短板?

华夏ETF
Jan 07

2026伊始,存储短缺仍未缓解!实际上去年以来,闪迪、美光、三星等海外存储原厂,就已经开始相继宣布涨价,但和以往的涨价相比,这次有两个不寻常的地方,很值得聊一聊!涨价并非周期驱动主导?芯片价格有跌有涨、并不稀奇,可这轮存储芯片的价格,去年在已经涨了半年多的基础上,进入四季度涨势非但没有放慢、反而进一步加剧。涨价持续这么久、还越涨越猛,这在以往是很罕见的。另一个不寻常的地方,是涨价的原因。很多人应该...

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