周三，存储概念股继续走强， SanDisk Corp 盘中涨近5%再创新高，年内飙升近700%；同时， 希捷科技 涨近3%创新高， 美光科技 、 西部数据 涨超3%。消息面上，三星电子、SK海力士和铠侠等正谋划推动NAND价格上调。去年一整年，NAND售价几乎停留在成本价水平。
据悉，三星目前正与海外大型客户讨论明年的供货量，并在内部考虑将价格上调20%至30%以上。同时，三星、SK海力士、铠侠、美光这四大存储龙头今年下半年都纷纷削减NAND闪存供应量。
周三，存储概念股继续走强， SanDisk Corp 盘中涨近5%再创新高，年内飙升近700%；同时， 希捷科技 涨近3%创新高， 美光科技 、 西部数据 涨超3%。消息面上，三星电子、SK海力士和铠侠等正谋划推动NAND价格上调。去年一整年，NAND售价几乎停留在成本价水平。
据悉，三星目前正与海外大型客户讨论明年的供货量，并在内部考虑将价格上调20%至30%以上。同时，三星、SK海力士、铠侠、美光这四大存储龙头今年下半年都纷纷削减NAND闪存供应量。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.