SIMO

历史观点（1 条，最新在上）

1. 2026/07/05 15:36UTC看多信心分：6/10跳转 X 原文 →

   English · 原文

   Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized. - Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players are happy alongisde $SIMO and upstream. - MS remains especially positive on Macronix/Winbond - UBS expects the average price of DDR contracts in the Q3 2026 to increase 32% | 18% Q4, vs. 17% and 12% est. - UBS expects NAND flash to be raised 30% from prev quarter. - Samsung reportedly plans 20% DRAM hike Q3. TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, so this hike beats expectations. Something to note: Lot people see 20%... and don't think it's a lot compared to the 70-80% from previous quarters. But if you hike something by 100%, then hike something by 100%, then hike something by 30%, it's a lot more than people estimate since it's compounded. Similar to tracking inflation. I've already made projections going into 2028 from the start of the year on my memory names... I'm just sitting back and watching things play out through all the "memory optimization" and "they can't keep price hiking like this!" noise.

   2026/07/05 15:36UTC看多信心分：6/10跳转 X 原文 →

   中文 · 翻译

   汇总一下存储芯片的最新情况： - $MU 牵头在日本广岛投资 1.5 万亿日元，约合 93 亿美元。（这对 Disco、Advantest、Resonac、Towa 来说是利好，因为资本支出是本地化的。） - 摩根士丹利指出，NAND 供应短缺将持续