美银:存储行业正越来越像“芯片代工”--周期性减弱、高利润率

华尔街见闻
Jan 17

美银证券最新报告指出,全球存储行业正呈现“芯片代工”转型趋势,表现为周期性减弱、价格趋稳、利润率持续提升。DRAM/NAND现货价格近期大幅上涨,台积电业绩指引进一步印证产业链高景气,尤其强化SK海力士作为核心HBM供应商的战略地位。尽管市场对估值与后续供需存有分歧,但行业结构性转型已推动板块进入以技术引领、高利润为特征的“超级周期”阶段。美银证券最新研究报告指出,全球存储芯片行业商业模式日益趋近...

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