HBM的重大需求不光_老虎社区_美港股上老虎

HBM的重大需求不光是英伟达一家的事。后面ASIC芯片会有更多厂商做，而且大部分大厂会像之前做安卓手机一样，做自己的芯片。这方面的存储需求还会更大 $美光科技(MU)$ $博通(AVGO)$

花旗预估全球存储市场会进一步紧缺。供应链知情人士透露， $SanDisk Corp (SNDK.US)$ 已向部分下游客户提出了一项被业界称为“前所未闻”的合同形式：要求客户支付全额现金预付款，以锁定未来1至3年的供应配额。上周五，闪迪股价再度大涨13%，续创历史新高。【存储板块狂飙，现在还能买哪只个股？后市你还看好吗？】

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叁陆玖
01-05
叁陆玖
美光已经疯了一年了还能继续这么涨是么

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