半导体行业历来周期性_老虎社区_美港股上老虎

半导体行业历来周期性很强，美光此轮上涨比较亮眼，涨幅比较大的时间比较长，但个人认为难以逃脱行业周期性的宿命

据报道，三星电子自本月12日起全球率先实现HBM4的量产，目前正以比上一代HBM3E高出20%至30%的价格进行谈判，在HBM、通用型DRAM和NAND闪存价格全面走高的背景下，预计三星电子和SK海力士将在今年第一季度打破此前的季度营业利润纪录。【存储涨价潮愈演愈烈，大家觉得牛市是否还在？现在你对闪迪、美光有何看法？】

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