一年涨价三倍!存储芯片“老兵”退场,谁在接盘?

21世纪经济报道
Yesterday

21世纪经济报道记者 骆轶琪   在全球争夺AI基础设施产能背景下,越来越多存储芯片品类开始面临紧俏行情,产能转移造成的供需缺口正在持续放大。   在三星、铠侠、美光等国际大厂集体退出MLC(Multi-Level Cell,多层单元)NAND闪存市场的背景下,这一曾经不起眼的“老兵”,产品价格近期暴涨300%。由此造成的供应缺口,正对汽车电子、工业控制、医疗设备等产业造成潜在影响。   NAND...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10