长鑫349亿元落地后,DRAM市场会更紧还是更卷?关键要看三条供给传导链

同花顺
Oct 07

长鑫科技(688825)披露349亿元投资计划后,市场最容易提出两个问题:国产DRAM会增加多少产能,存储价格会不会因此改变方向?把公告拆开看,答案并不直接。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。其中,研发项目建设周期(883436)30个月,后道测试基地二期建设周期(883436)37个月。...

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