受人工智能(AI)热潮的推动,存储芯片市场正处于超级周期,但SK海力士的DRAM市场份额实际上正在下滑。这并非因为其DR

智通财经
4 hours ago
受人工智能(AI)热潮的推动,存储芯片市场正处于超级周期,但SK海力士的DRAM市场份额实际上正在下滑。这并非因为其DRAM产品销售不佳,而是由于其产品组合中高带宽内存(HBM)占比过高,以及与三星电子在产量上的差异。据市场研究机构TrendForce 14日发布的数据显示,SK海力士第二季度DRAM营收环比增长37.9%,达到385.9亿美元。然而,其市场份额却从28.8%下降3.9个百分点至24.9%。三星电子以39.4%的市场份额位居榜首,而美光科技则将与SK海力士的差距缩小至1.6个百分点,市场份额为23.3%。(半导体行业观察)。

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