存储芯片,势头不减

半导体行业观察
Feb 10

过去几个月内存芯片价格的持续飙升,导致股市赢家和输家之间出现巨大分化,投资者看不到尽头。从游戏机制造商任天堂、大型PC品牌到苹果公司的供应商,许多公司的股价都因盈利担忧而下跌。与此同时,内存生产商的股价却飙升至前所未有的高度。基金经理和分析师们正在评估哪些公司能够通过锁定供应、提高产品价格或重新设计以减少内存使用量来更好地应对供应紧张的局面。市场此前已经有所准备:彭博社全球消费电子产品制造商指数自...

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