近期,DRAM与NAND Flash等核心存储芯片价格持续攀升,叠加下游厂商的恐慌性囤货,一场由内存引发的供应链风暴正席卷整个电子行业。这场风暴不仅重创了本就利润微薄的入门级消费电子市场,更在晶圆代工领域制造出“高阶吃饱、低阶昏倒”的两极分化格局。恐慌性“过度预订”酿成苦果本轮内存价格上涨,并非完全由真实市场需求驱动。据Tom‘s Hardware深入分析,下游系统厂商的恐慌心理起到了关键推手作用...
Source Link近期,DRAM与NAND Flash等核心存储芯片价格持续攀升,叠加下游厂商的恐慌性囤货,一场由内存引发的供应链风暴正席卷整个电子行业。这场风暴不仅重创了本就利润微薄的入门级消费电子市场,更在晶圆代工领域制造出“高阶吃饱、低阶昏倒”的两极分化格局。恐慌性“过度预订”酿成苦果本轮内存价格上涨,并非完全由真实市场需求驱动。据Tom‘s Hardware深入分析,下游系统厂商的恐慌心理起到了关键推手作用...
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