三星、海力士三季报将至 AI存储需求增长迎来盈利验证

新华财经
Sep 29

全球人工智能(AI)基础设施建设持续推进,存储芯片行业迎来新一轮需求增长。作为全球主要存储芯片厂商,三星电子和SK海力士即将公布第三季度财报。  市场普遍预计,两家公司盈利将继续改善,但在芯片价格上涨、企业扩大投资的背景下,行业需求持续性、产品竞争格局以及供需变化成为市场关注重点。  9月28日,三星电子股价下跌5.43%,收于27万韩元;SK海力士股价下跌5.05%,收于176.8万韩元。两家...

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