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股票市场 | 东芯股份:下半年利基存储价格仍将上行

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2026-07-03 08:10:09
东芯股份发布投资者关系活动记录表公告称,Q2受益于海外三星、美光、铠侠、海力士等原厂逐步退出利基型存储市场,供给端呈现明显收缩态势。

据金十数据报道,下游网络通信、安防监控、消费电子、工业控制、汽车电子应用领域需求持续复苏,市场供需格局失衡的状态短期仍将延续,利基型存储产品价格呈现上涨态势。

东芯股份展望全年表示,随着海外原厂产能调整效应进一步释放,预计下半年利基型存储芯片市场价格仍将保持上行趋势。
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