继闪迪打头阵之后,更多上游存储晶圆厂商提出了涨价。 近日,美光发布的涨价通知显示,由于观察到各个业务部门需求显著增加,为应对市场变动,决定将面向渠道合作伙伴提高产品价格。据第三方机构CFM闪存市场了解,美光此次涨价幅度将在10%-15%。 这一方面源于AI大模型驱动下,更多端侧AI发展机会出现;另一方面,上游存储晶圆供应商在过去一年经历了过山车般行情,下半年业绩承压,急需通过缩减产量的方式提高...
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