三星电子把“芯片短缺将加剧”摆上台面后,市场很容易把讨论简化成涨价。更值得追问的是:存储原厂明明在扩产,为什么手机和电脑所需的消费(883434)级内存仍可能继续收紧?答案不在“扩产”两个字,而在扩产的方向、晶圆面积的占用和产线锁定。先分清三类存储芯片(886042)。DRAM像设备运行时的“工作台”,负责临时数据交换;NAND像“文件柜”,负责长期保存照片、文档等内容。二者大量用于手机、电脑和...
Source Link三星电子把“芯片短缺将加剧”摆上台面后,市场很容易把讨论简化成涨价。更值得追问的是:存储原厂明明在扩产,为什么手机和电脑所需的消费(883434)级内存仍可能继续收紧?答案不在“扩产”两个字,而在扩产的方向、晶圆面积的占用和产线锁定。先分清三类存储芯片(886042)。DRAM像设备运行时的“工作台”,负责临时数据交换;NAND像“文件柜”,负责长期保存照片、文档等内容。二者大量用于手机、电脑和...
Source LinkDisclaimer: 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.