欲山行
01-05
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
$美光科技(MU)$
$博通(AVGO)$
存储进入卖方周期!SNDK, MU…还能涨多少?
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
什么也没有了~
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