长鑫投向后道测试基地,存储扩产为何不只看晶圆产能

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长鑫科技(688825)这笔349亿元投资,市场最容易读成“国产DRAM大扩产”。但把项目拆开看,真正值得追问的并不是“增加了多少晶圆”,而是:这些投入能否把研发成果和前道晶圆,持续转化为通过测试、完成认证、最终交付的存储产品?9月28日晚间,长鑫科技(688825)披露拟建设技术研发项目和存储器晶圆后道测试基地二期,投资额分别为241亿元和108亿元,合计349亿元。前者建设周期(883436)...

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