锁定全球六大客户！存储芯片囤货到2028年，芯片巨头爆了

芯报告03-06

定制芯片需求增长，2027年AI芯片收入将远超1000亿美元。博通具备可持续增长轨迹，存储产能确保到2028年。将带动铜连接技术制造厂商。摩根士丹利将博通目标价上调从462美元上调到470美元。高盛从450美元上调到480美元。特鲁斯特证券从510美元上调到545美元。伯恩斯坦从475美元上调到525美元。美国银行从500美元下调到450美元。博通目前报332.7美元，市值1.6万亿美元。博通大涨...

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