AI需求浪潮推动三星电子半导体部门今年有望创下历史最佳业绩,但这家全球最大存储芯片制造商已开始为下一轮周期低谷未雨绸缪。 据知情人士透露,三星电子DS(半导体)事业部管理层正与业务支持团队共同研判全球存储半导体市场或于2028年前后出现逆转的可能性。 核心逻辑在于:随着各大厂商持续扩产,到2028年前后,三星、SK海力士与美光的产能将集体跃升至新量级,届时供需平衡面临重新洗牌的风险。 这一内部评估...
Source LinkAI需求浪潮推动三星电子半导体部门今年有望创下历史最佳业绩,但这家全球最大存储芯片制造商已开始为下一轮周期低谷未雨绸缪。 据知情人士透露,三星电子DS(半导体)事业部管理层正与业务支持团队共同研判全球存储半导体市场或于2028年前后出现逆转的可能性。 核心逻辑在于:随着各大厂商持续扩产,到2028年前后,三星、SK海力士与美光的产能将集体跃升至新量级,届时供需平衡面临重新洗牌的风险。 这一内部评估...
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