杰富瑞：三星罢工可能会导致全球约3%的存储芯片生产受到影响
Odaily星球日报讯 据杰富瑞公司估计，此次三星罢工可能会导致全球约 3%的存储芯片生产受到影响。存储芯片的供应已经面临历史性的紧张局面。三星产量的任何减少都会增加美光硬件的需求，而美光的需求本就因人工智能基础设施建设热潮而大幅上升。三星面临的困境也可能对闪迪公司有利，该公司在 NAND 闪存芯片领域与三星竞争。美光股价周三大幅上涨，市值首次突破 9000 亿美元大关。(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
ChainCatcher•22h agoAI and semiconductor stocks remain active, with Gate leading the industry in NVIDIA-Micron-related contract trading
Blockbeats•23h agoTrump publicly praised Meiguang, suspected of aggressive buying of call options through a 'rat market squeeze,' and the 'White House Oracle of Omaha' is playing the same old trick
币界网•4d agoSuper-rich family offices increased their holdings in chip stocks in the first quarter
Blockbeats•4d agoVance responds to Trump's stock trading controversy: President will not personally speculate in stocks, supports banning insider trading by lawmakers
Blockbeats•4d agoUS stock trader 'yixie' is once again bullish on Micron Technology, with MU's long orders reaching $12.5 million
Blockbeats•5d agoMacquarie: Reducing Bitcoin ETF holdings, betting on stablecoin leader Circle
币界网•5d agoCopycat Air Force "Multi-currency Short Position TOP 1": MU short orders increased by 596 contracts, current profit and loss +6.11%
币界网•6d agoCiti has significantly raised SanDisk's target price by more than 50%, and a whale who went long on the news has already realized a profit of $440,000
Odaily•6d agoThe U.S. semiconductor sector staged a "V-shaped" reversal during the session, and the decline of many stocks narrowed sharply or even turned up
Odaily•6d agoThe U.S. semiconductor sector fell more intraday, with AMD and Qualcomm falling nearly 6%
Trending crypto
