存储领域 市场预期短缺两年

爱集微
Mar 05

中东战火导致全球股市全面回档,美国包括美光在内的存储类股周二(3日)跟进韩国同行大跌,但分析师认为,存储领域基本面并未转坏,DRAM与NAND芯片价格动能正在增强,供应短缺情况可能持续至2028年。瑞穗交易部门分析师Jordan Klein表示,三星与SK海力士股价单日的极端跌幅,偏向反映韩国股市先前“严重超买”,而非“基本面出现新的负面信号”。美光在周二表示,在低功耗服务器存储方面取得进展,已...

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