老外唱衰中国内存前途 一看他头像就懂了:毫不意外

快科技官方
Aug 25

快科技8月25日消息,内存行业如今主要垄断在三星、海力士及美光三巨头手中,唯一可能打破这个局面的只有中国的长鑫科技,Q1市场份额做到了第四。长鑫相比三巨头的劣势有不少,产能提升尤其要面临美国欧洲日本等国家的禁运政策限制,但背靠国产设备也在快速增加产能,三星等公司不可能不担忧长鑫的产能扩张。逛X的时候发现了一个自称为AI行业分析师的网友发帖,援引了高盛的一篇报告对中国内存公司表示了不看好的观点,说...

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