$闪迪(SNDK)$_老虎社区_美港股上老虎 - 老虎社区

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呆蹦蹦
07-28

$闪迪(SNDK)$ $美光科技(MU)$ $SK海力士(SKHY)$ $阿斯麦(ASML)$ 本来想把存储干成非周期行业，现在据说国内光刻机这两年开始量产，长鑫也扩产，后续几年估计大概率产能过剩，最终还是逃不过周期性行业的价格战

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鑫870323
·07-28
肯定啦，长鑫的营收跟其他三家比是低点，而且消费级内存没啥生态门槛，不像芯片和显卡，都是通用的接口，只要有货全球通用
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