DRAM

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業界預期，美光加碼攻HBM，三星、SK海力士也將跟進，三大記憶體廠更無暇兼顧標準型DRAM製造，加上 產能排擠效應，標準型與利基型DRAM價格將一路走俏 ，威剛 （3260） 、十銓 （4967） 、南亞科 （2408） 、華邦 （2344） 營運強強滾。

業界分析，DRAM價格漲不停，握有大量低價庫存的模組廠受惠最大。放眼現階段台灣DRAM相關業者當中，以 十銓基本面最為出色

DRAM

Allen Liu的沙龍的其他內容

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DRAM

Allen Liu的沙龍 的其他內容

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Allen Liu的沙龍的其他內容