美光警告内存大缺货、三星发放超额奖金存储上市公司业绩爆棚

e公司01-19

在AI算力强劲需求驱动下，全球存储缺货涨价愈演愈烈。日前，美光科技高管称内存芯片短缺愈演愈烈，并重申供应紧张状况将持续到2026年之后；另一家存储巨头三星电子将发放2025年度超额绩效奖，比例将首次接近半年的工资水平。1月19日，A股存储板块指数上周冲高后回落，部分存储上市公司业绩预增。内存大缺货美光运营执行副总裁Manish Bhatia日前在纽约州一个生产基地奠基仪式后接受采访时表示，内存芯片...

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美光警告内存大缺货、三星发放超额奖金 存储上市公司业绩爆棚

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美光警告内存大缺货、三星发放超额奖金存储上市公司业绩爆棚