事件:闪迪宣布NAND 涨价。2025 年3 月6 日,原厂西部数据的子公司闪迪(SanDisk)发布涨价函,将于4 月1 日起对渠道和消费者客户的所有产品提价超过10%,后续可能还会进一步提价。三星电子与长江存储签署了专利许可协议。2025 年2 月24 日,根据ZDNet 韩国报道,三星电子与长江存储签署了专利许可协议。投资要点:闪迪宣布NAND 涨价。2025 年3 月6 日,原厂西部数据的...
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