存储原厂完成2027全年产能分配，DRAM及HBM产能全数售罄

每日经济新闻08-04 10:12

截至8月4日9时38分，芯片概念表现活跃，同指数费率最低标的——科创芯片ETF（588290）上涨1.67%。成分股方面，源杰科技上涨12.65%，仕佳光子上涨9.54%，澜起科技上涨3.03%。　　消息面上，业界消息称，存储原厂已完成2027全年产能分配。三大厂DRAM与HBM产能已全部售罄；NAND Flash虽未如DRAM般紧缺，但至2026年8月底前的产能也基本被订完。无论是否签订长协，...

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