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28 Dec 2023
42m
299.【台股美股提款機】美光季報:記憶體價格加速上漲
財報狗 - 掌握台股美股時事議題
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美光最新一季營收和利潤皆增長,虧損幅度逐漸減少,價格止跌回升,預期下一季營運將持續好轉,價格上漲,出貨量雖有季節性回跌,但仍會持續增長。 DRAM產業短期內供給將持續受限,價格有望上漲,對HBM增產影響有限,主流DDR仍維持緊縮,三星在明年上半年擴產DRAM的可能性不大,HBM市場由海力士主導,封測廠將受益於伺服器出貨量上升,記憶體產業前景看好。
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