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2025-11-19

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VL \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4588":"碎股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119152622950de350&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2584191635","content_text":"据市场研究公司ChinaFlashMarket（CFM）11月19日发布的数据显示，三星电子第三季度DRAM销售额环比增长29.6%，达到139.42亿美元，该公司市场份额达到34.8%，重回榜首。今年上半年，由于HBM市场暂时受挫，三星电子一度失去全球第一的宝座。下半年，该公司业务重回正轨，实现了业务复苏。SK海力士同期销售额达137.9亿美元，以34.4%的市场份额位居第二。三星电子与SK海力士的市场份额差距仅为0.4个百分点，表明市场对领先地位的竞争依然激烈。排名第三的美光科技销售额为89.84亿美元，市场份额为22.4%。CFM指出，三星电子扩大HBM供应量以及通用DRAM价格走强是推动市场业绩反弹的关键因素。该公司第三季度HBM位单元出货量较上一季度增长85%。这主要得益于开始向英伟达交付第五代HBM3E。人工智能数据中心对内存需求的激增导致PC和智能手机等消费级IT设备对DRAM的供应短缺，推高了价格。此外，自数据统计开始以来，整体内存市场规模也创下历史新高。第三季度全球DRAM市场总销售额达400.37亿美元，环比增长24.7%。与去年同期相比，增幅高达54%。NAND闪存市场也录得184.22亿美元的销售额，环比增长16.8%。三星电子进一步巩固了其在NAND市场的领先地位。该公司以53.66亿美元的NAND销售额继续保持第一的位置，市场份额达到29.1%。紧随其后的是SK海力士（19.2%）、铠侠（16.5%）、西部数据（12.5%）和美光（12.2%）。CFM预测，由于各应用领域的内存供应持续短缺，且供应商库存水平仍然较低，因此内存价格将保持强势，预计第四季度内存市场规模将再创新高。（校对/李梅）","news_type":1,"symbols_score_info":{"MU":0.9,"SSNLF":1.5,"DRAM":1.5}},"isVote":1,"tweetType":1,"viewCount":505,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/501938781151368"}