闪迪(SNDK)盘中涨逾6% 预计明年推出高频宽快闪记忆体(HBF)产品

金吾财讯05-28 22:36

金吾财讯 | 闪迪(SNDK)盘中上涨6.02%，最新报84.51美元，成交额59.27亿美元。消息面上，闪迪首席技术官(CTO)兼执行副总裁Alper Ilkbahar透露，随著AI推论工作负载需要更大记忆体容量，高频宽快闪记忆体(HBF)需求将成为下一个市场竞争要塞。目前，闪迪已正在设计芯片，HBF记忆体晶粒将于今年底提供样品，配备控制器的完整产品预计明年推出。同时，闪迪还正与与SK海力士合作，共同制定HBF技术标准。投行方面，巴克莱分析师TomO’Malley将闪迪的目标价从1200美元大幅上调至2300美元，评级从“中性”上调至“增持”。该分析师认为，存储器与储存板块正进入一个由长期合约、供应收紧以及前所未有的定价能见度所驱动的全新发展阶段，而闪迪将为此轮行业转型的最大受益者之一。

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