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04 Jul 2023
31m
240.【台股美股提款機】記憶體谷底已過,MU 繼續減產!
財報狗 - 掌握台股美股時事議題
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美光預期消費性記憶體庫存已回到合理水準,客戶預期下半年漲價,開始囤貨。三星、海力士和美光三大廠減產,預計今年DRAM跟NAND Flash供應量將呈現負成長。美光因應製裁而減產,預期將影響營收12-13%。伺服器市場主要受惠於AI需求蓬勃發展,為未來24年內的主要增長重心。
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